Charles Robinson, financial advisor Matthews NC

Charles Robinson

CRD Number: 5039975
Current Firm: Summit Financial, LLC

Charles Robinson (CRD# 5039975) is an Investment Advisor Representative working at Summit Financial, LLC in Matthews, NC and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Summit Financial, LLC Parsippany, NJ Jun 2021 - Current < 1
Keebeck Wealth Management LLC Matthews, NC Aug 2020 - Jun 2021 < 1
Cornerstone Wealth Group, LLC Huntersville, NC Jan 2018 - Aug 2020 2
Cornerstone Financial Partners, Inc. Charlotte, NC May 2013 - Nov 2017 4
Lpl Financial LLC Charlotte, NC May 2013 - Nov 2017 4
Nfp Securities Inc. Pineville, NC Sep 2009 - May 2013 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2005
S66 NASAA Uniform Combined State Law Examination Aug 2006
Contact Info for Charles D. Robinson
Phone Number: 973-285-3600
Registered State(s):
  • NJ
  • NC
By the Numbers
  • Total Assets Under Management
    4,147
    MILLIONS
  • Total Number of Accounts
    7,378
    ACCOUNTS
  • Average Account Value
    $562,010
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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