Douglas Robinson, financial advisor Mill Valley CA

Douglas Robinson

CRD Number: 1173495
Current Firm: Rcm Robinson Capital Management LLC

Douglas Robinson (CRD# 1173495) is an Investment Advisor Representative working at Rcm Robinson Capital Management LLC in Mill Valley, CA and has over 34 years of experience in the finance industry.

Similar Advisors
William Browne, financial advisor Mill Valley CA
William S. Browne
CRD# 4461199
Monetary Management Corporation
Similar Advisors
Scott Yi, financial advisor Mill Valley CA
Scott A. Yi
CRD# 4983680
Perigon Wealth Management, LLC
Similar Advisors
David Dabora, financial advisor Mill Valley CA
David M. Dabora
CRD# 2626420
Alpha Blue Capital
Company Name Location Dates Years
Securities America, Inc. Mill Valley, CA Dec 2016 - Current 7
Rcm Robinson Capital Management LLC Mill Valley, CA Feb 2005 - Current 19
Foothill Securities, Inc. Santa Clara, CA Dec 2008 - Dec 2016 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1989
Contact Info for Douglas C. Robinson
Phone Number: 415-771-9421
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    133
    MILLIONS
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $13,292,115
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA, MA

Ready to hire a financial advisor? Get competitive proposals from Douglas Robinson and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.