Craig Nicholas Robson

Current Employers

Employment History

• 05/1994 → 05/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 09/2009 → 05/2019
  Bank Of America, Na (Acquired By Merrill Lynch)
  Atlanta, GA
• 05/2019 → Present
  Regent Peak Wealth Advisors, Llc
  Atlanta, GA
• 05/2019 → Present
  Purshe Kaplan Sterling Investments, Inc
  Albany, NY

Previous Registrations

• 1998-06-05 → 2019-05-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA

Other Businesses

1. Regent Peak Wealth Advisors. Investment Related. See Registered Branch Location. Start 5/2019. 160 hours per month, 136 during trading. Investment advice. 2. PKSF. Investment Related. 80 State Street, Albany NY 12207. Insurance. Agent. Start 5/2019. 8 hours per month during trading. Provide advice on insurance products. 3. Eaglebrook Advisors; Investment Related; 111 Brickell Ave 10th Fl, Miami FL 33131; Cryptocurrency SMA; Advisor using platform; Start Date: 04/2021; 1 hr/mo; 1hr during trading; Related to my RIA activities, I recommend Eaglebrook advisors as a cryptocurrency SMA for clients who express interest in cryptocurrencies. 4. Ceto. Not Investment Related. 5210 Avalon Blvd, Alpharetta, GA 30009. Consulting. Board Member. Start Date: 11/01/2024. 1 hr/ month; all during trading hours. Providing objective governance, strategy, and vision to Ceto 5. Cobb County Chamber of Commerce. Not investment related. 1100 Circle 75 pkwy, Suite 1000, Atlanta, GA 30339. County Chamber of Commerce. Member. Start Date: 4/14/25. 5 hours per month; 2 hours per month. Attend networking events, educational programs and other community events put on by the cobb county chamber of commerce.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-07-15
• S63 Uniform Securities Agent State Law Examination
  1994-07-11

Designations

Other Names

• Craig N Robson