Robin Dillon
Robin Dillon is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Colorado Springs, CO, with 39 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
102 South Tejon Street, Suite 700, Colorado Springs, CO, 80903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robin manages a rental property through Three Fourteen & A Half LLC, volunteers as a course marshal for the Pikes Peak International Hill Climb, and holds positions in the Porsche Club of America - Alpine Mountain Region. These activities take about 10-20% of Robin's time per month for the rental property and hill climb, and minimal time for the Porsche Club.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Brokerage Services, L.L.C.Broker
H.C. Wainwright & CO., INC.Broker
Josephthal Lyon & Ross IncorporatedBroker
Josephthal & CO., INC.Broker
Josephthal & CO., IncorporatedBroker
Charles Schwab & CO., INC.Broker
Rose & Company Investment Brokers, INC.Broker
State Registrations22 states
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