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Brian Eric Robbins

Robbins Wealth Management, LLC

CRD 5762568

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Employer firm

Robbins Wealth Management, LLC CRD 153137

$6.16M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Robbins Wealth Management, Llc

Highlands Ranch, CO • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2010-07-06
  • CO RA
    APPROVED
    Since 2010-07-06
Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Robbins Wealth Management, Llc Highlands Way CO 01/2010 Present
Thomson Reuters Healthcare Greenwood Village CO 05/2008 Present
Previous Registrations
Other Businesses

MR. ROBBINS IS EMPLOYED BY THOMSON REUTERS HEALTHCARE WHERE HE DOES NOT PERFORM INVESTMENT RELATED DUTIES. THIS FIRM IS PUBLICALLY TRADED IN WHICH MR. ROBBINS MAY OWN NOMINAL SHARES AND ON OCCASION MAY RECOMMEND THE PURCHASE OF SECURITIES TO CLIENTS. THIS ACTIVITY TAKES 50% OF MR. ROBBINS' TIME.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-04-17
  • S65 Uniform Investment Adviser Law Examination
    2010-04-17

View on SEC IAPD

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