Patrick
Robinson
Capital Analysts
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About this Advisor
Patrick Robinson is a financial advisor based in Braintree, Massachusetts, working with Capital Analysts. Patrick has previously held positions at Capital Analysts Of New England, Lincoln Investment Planning Inc, Jackson National Life Distributors LLC, Mutual Of America Life Insurance Company, Mutual Of America Securities LLC, and Lincoln Investment. Patrick has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts. Currently, Patrick is part of Capital Analysts, which operates out of Braintree, Massachusetts. The firm has 277 offices and 705 employees. The firm manages assets totaling $7.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Capital Analysts includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Capital Analysts Brokerage Details
$7,095,906,836
705
22,363
$317,306
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Patrick Robinson Work History
Lincoln Investment
Mutual Of America Life Insurance Company
Mutual Of America Securities LLC
Capital Analysts Of New England
Lincoln Investment Planning Inc
Jackson National Life Distributors LLC
Disclosures
Please visit the SEC profile of Patrick 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 Capital Analysts
Amherst, MA
Tucson, AZ
Braintree, MA
Phoenix, AZ
Worcester, MA
Braintree, MA
Littleton, MA
Feeding Hills, MA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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