Lester Joseph Robinson

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2019 → 07/2021
  Mass Mutual Life Insurance Company
  Williamsville, NY
• 12/2020 → 07/2021
  Mml Investors Services, Llc
  Williamsville, NY
• 01/1990 → Present
  Lester J. Robinson Iii
  East Amherst, NY
• 06/2022 → 06/2023
  Virtue Capital Management, Llc
  Brentwood, TN
• 06/2023 → 07/2025
  Cadaret, Grant & Co., Inc.
  Williamsville, NY
• 07/2025 → Present
  Lpl Financial Llc
  Niagara Falls, NY

Previous Registrations

• 2023-06-01 → 2025-07-10
  Cadaret, Grant & Co., Inc.
  Niagara Falls, NY
• 2022-06-16 → 2023-06-01
  Virtue Capital Management, Llc
  East Amherst, NY
  Brentwood, TN

Other Businesses

1. 07/2025 - Capital Management Group of Niagara Inc. - DBA for LPL Business (entity for LPL business) - Niagara Falls, NY - INV REL - Start Date 06/20/2023 - 40hrs/mth | 1hr during trading 2. 07/2025 - Lester Robinson - Non-Variable Insurance - East Amherst, NY - INV REL - Start Date 02/05/1991 - 10hrs/mth | 0hr during trading 3. 07/2025 - Lester Robinson III - Radio/ TV/ Podcast - East Amherst, NY - INV REL - Start Date 09/12/1997 - 4hrs/mth | 0hr during trading 4. 07/2025 - Lester Robinson III - Speaker/ Seminar/ Workshops - East Amherst, NY - NOT INV REL - Start Date 06/06/1995 - 10hrs/mth | 1hr during trading 5. 07/2025 - Northwoods - Property and Casualty - Williamsville, NY - INV REL - Start Date 06/04/1991 - 6hrs/mth | 1hr during trading 6. 07/2025 - Lester Robinson, Author, - Author - East Amherst, NY - NOT INV REL - Start Date 10/12/2021 - 0hrs/mth | 0hr during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-23
• S63 Uniform Securities Agent State Law Examination
  2021-06-22

Other Names

• Lester Joseph Iii Robinson
• Lester Joseph Robinson
• Lester Joseph Robinson
• Lester Joseph Robinson