Charles
Robinson

Summit Financial, LLC

CRD#5039975
Investment Advisor
in Matthews, NC

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About this Advisor

Charles Robinson is a financial advisor who works out of Matthews, North Carolina who has 2 years of relevant experience. Robinson is an advisor for Summit Financial, LLC. During their career, Robinson has held roles at Cornerstone Wealth Group, LLC, Summit Financial, LLC, Keebeck Wealth Management LLC, Nfp Securities Inc, Lpl Financial LLC and Cornerstone Financial Partners, Inc. Robinson maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is registered to work in New Jersey and North Carolina. Summit Financial, LLC is an advisory firm operating out of Parsippany, NJ. It has offices in 22 locations and a total of 226 advisors. It controls $6 billion in total assets among its 11,930 client accounts, placing it among the largest firms in the United States by assets under management. Of its 11,930 accounts, 20% are held by high-net-worth investors who have more than $1 million in assets. Summit Financial, LLC has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules vary depending on which services the firm provides the client. Fee types charged by Summit Financial, LLC most likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Matthews, NC

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Summit Financial, LLC Brokerage Details

Total Assets Under Management

$6,154,141,421

NC Average: $10,121,009,343
Total Number of Employees

226

NC Average: 92
Total Number of Accounts

11,930

NC Average: 6,978
Average Account Size

$515,854

NC Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Charles Robinson Work History

Charles has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Summit Financial, LLC

2020 - 2021 (1 year)

Keebeck Wealth Management LLC

2018 - 2020 (2 years)

Cornerstone Wealth Group, LLC

2013 - 2017 (4 years)

Lpl Financial LLC

2013 - 2017 (4 years)

Cornerstone Financial Partners, Inc

2009 - 2013 (4 years)

Nfp Securities Inc

*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 Charles 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 Summit Financial, LLC

Brittany Halpern
Parsippany, NJ
Renee Wahl
Farmington, MI
James Rabasca
Parsippany, NJ
Craig Weiss
Parsippany, NJ
Kyle Fischbach
Parsippany, NJ
Dean Barnacle
Parsippany, NJ
Stanley Gregor
Parsippany, NJ
Christina Vozzo
Parsippany, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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