Timothy Robinson, financial advisor Boston MA

Timothy Robinson

CRD Number: 6023169
Current Firm: Boston Financial Management LLC

Timothy Robinson (CRD# 6023169) is an Investment Advisor Representative working at Boston Financial Management LLC in Boston, MA and has over 11 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Boston Financial Management LLC Boston, MA Sep 2016 - Current 7
Susquehanna Financial Group, Lllp Boston, MA Dec 2011 - Sep 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2012
Contact Info for Timothy M. Robinson
Phone Number: 617-338-8108
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    3,683
    MILLIONS
  • Total Number of Accounts
    2,820
    ACCOUNTS
  • Average Account Value
    $1,305,959
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, MN, NC, NH, NJ, NY, PA, RI, SC, TX, VA, VT, WA

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