Gregory
Robinson
Marshall & Sullivan, Inc
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About this Advisor
Gregory Robinson is a financial advisor based in Seattle, Washington, working with Marshall & Sullivan, Inc. Gregory has previously held a position at Marshall & Sullivan, Inc. Gregory has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Washington. Currently, Gregory is part of Marshall & Sullivan, Inc, which operates out of Seattle, Washington. The firm has 3 employees and manages assets totaling $429.7 million. The firm 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 pooled investment vehicles, portfolio management for institutional clients, and other services. The fee structure at Marshall & Sullivan, Inc includes asset-based, hourly, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
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Marshall & Sullivan, Inc Brokerage Details
$429,719,807
3
200
$2,148,599
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Gregory Robinson Work History
Marshall & Sullivan, Inc
Disclosures
Please visit the SEC profile of Gregory 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 Marshall & Sullivan, Inc
Seattle, WA
Seattle, WA
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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