Michael
Robinson
Alpha Beta Gamma Wealth Management
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About this Advisor
Michael Robinson is a financial advisor operating out of Palm Beach Gardens, Florida with 6 years of relevant experience. Robinson is an employee of Alpha Beta Gamma Wealth Management. Throughout their career, Robinson has worked at Hightower Advisors LLC, Hightower Securities, LLC and Capital Market Strategies LLC D/B/A Alpha Beta Gamma Wealth Mana. Robinson holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to operate in Florida. Alpha Beta Gamma Wealth Management is a registered investment firm headquartered in Palm Beach Gardens, FL. The firm has just five employees. It oversees $197 million in total assets across its 330 client accounts, making it one of the mid-sized firms in the country by assets under management. The firm serves three charities and foundations. Of its 330 customer accounts, 43% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fees usually are based on the type of financial services offered. Fee types charged by Alpha Beta Gamma Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alpha Beta Gamma Wealth Management Brokerage Details
$196,841,623
5
330
$596,490
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Michael Robinson Work History
Michael has been registered as a financial advisor for 6 years.*
Capital Market Strategies LLC D/B/A Alpha Beta Gamma Wealth Mana
Hightower Advisors LLC
Hightower Securities, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Robinson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Alpha Beta Gamma Wealth Management
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Lake Park, FL
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