Steven Michael Robinson

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

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

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

Current Employers

Employment History

• 03/2017 → 04/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 09/2015 → 03/2017
  Hank Haney Golf Ranch
  Lewisville, TX
• 04/2018 → 07/2018
  Unemployed
  Lewisville, TX
• 07/2018 → 09/2020
  Bokf, Na
  Richardson, TX
• 07/2018 → 09/2020
  Bok Financial Securities, Inc.
  Richardson, TX
• 09/2020 → 10/2022
  Fidelity Investments
  Westlake, TX
• 11/2022 → Present
  Truist Investment Services, Inc.
  Dallas, TX
• 11/2022 → Present
  Truist Advisory Services, Inc.
  Dallas, TX

Previous Registrations

• 2021-01-15 → 2022-10-26
  Fidelity Personal And Workplace Advisors
  Westlake, TX
• 2018-07-12 → 2020-09-23
  Bok Financial Securities, Inc.
  Richardson, TX

Exams

• S66 Uniform Combined State Law Examination
  2018-05-14

Other Names

• Steve Robinson
• Steven Michael Robinson
• Steven Robinson