Gregory
Robinson
Marshall & Sullivan, Inc
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About this Advisor
Gregory Robinson is a chartered financial analyst who works out of Seattle, Washington with a total of 29 years of industry experience. Robinson is an advisor for Marshall & Sullivan, Inc. They have worked at Marshall & Sullivan, Inc for their entire career. Robinson has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas and Washington. Marshall & Sullivan, Inc is a registered investment firm operating out of Seattle, WA. It oversees $363 million in total assets across its 199 customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm advises seven charitable organizations. Of its 199 accounts, 54% belong to high-net-worth investors who have greater than $1 million in assets. Marshall & Sullivan, Inc performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Fees for financial management depend on the financial services provided. However, fees charged by Marshall & Sullivan, Inc can include asset-based, hourly and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Marshall & Sullivan, Inc Brokerage Details
$363,010,821
3
199
$1,824,175
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
Gregory has been registered as a financial advisor for 29 years.*
Marshall & Sullivan, 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 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 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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