Peter
Robinson

First Financial Advisory Services Inc

CRD#6153017
Investment Advisor
in Westerly, RI

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About this Advisor

Peter Robinson is a financial advisor operating in Westerly, Rhode Island, who has 9 years of relevant experience. Robinson is currently employed by First Financial Advisory Services Inc. Over the course of their career, Robinson has held roles at Nuwc, Self Employed - Rc Associates, First Allied Securities, Inc, First Financial Advisory Serv, Inc, Seacorp and Cetera Advisors LLC. Robinson holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Connecticut, Massachusetts, Rhode Island and Virginia. First Financial Advisory Services Inc is a business based in Westerly, RI. The company has a total of six financial advisors. It handles $198 million in assets between its 1,291 customer accounts, making it one of the mid-sized firms in the country by assets under management. Of its 1,291 accounts, just 9% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial advisory fees largely vary depending on which services are provided. Fees billed by First Financial Advisory Services Inc likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

85 Beach Street
Westerly, RI 02891

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First Financial Advisory Services Inc Brokerage Details

Total Assets Under Management

$198,000,900

RI Average: $2,813,243,532
Total Number of Employees

6

RI Average: 18
Total Number of Accounts

1,291

RI Average: 609
Average Account Size

$153,370

RI Average: $4,619,448

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Peter Robinson Work History

Peter has been registered as a financial advisor for 9 years.*

2022 - Present (2 years)

Cetera Advisors LLC

2015 - Present (9 years)

Seacorp

2014 - Present (10 years)

First Financial Advisory Serv, Inc

1998 - Present (26 years)

Self Employed - Rc Associates

2013 - 2022 (9 years)

First Allied Securities, Inc

1989 - 2015 (26 years)

Nuwc

*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 Peter 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 First Financial Advisory Services Inc

Matthew Cunningham
Westerly, RI
Geraldine Cunningham
Westerly, RI
Peter Robinson
Westerly, RI

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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