Alex Michael Robinson

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 08/2013 → 07/2018
  Cetera Advisors Llc
  Denver, CO
• 07/2018 → 09/2021
  Lpl Financial Llc
  Richmond, VA
• 10/2016 → 04/2020
  Pcg Public Partnerships
  Glen Allen, VA
• 09/2021 → Present
  Invirtus Wealth Partners
  Richmond, VA
• 09/2021 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2018-07-31 → 2021-09-27
  Lpl Financial Llc
  Richmond, VA
  San Diego, CA
  Ashland, VA
• 2014-01-07 → 2018-08-15
  Cetera Advisors Llc
  Richmond, VA

Other Businesses

1. Fixed insurance sales; as of 7/06/2021; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, IWP Office Partners II, LLC; a private entity for owning commercial real estate; Located in Midlothian, VA 23113, as of 06/18/2024; 0% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-11-27
• S63 Uniform Securities Agent State Law Examination
  2009-07-01