Richard Robinson
Richard Robinson is a ChFC-designated registered investment advisor at Janney Montgomery Scott LLC, based in Wyncote, PA, with 42 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 243,808 clients with $110B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 2.00% |
| $5.0M - $10.0M | 2.00% |
| $10.0M - $25.0M | 2.00% |
| $25M+ | 2.00% |
Fees represent maximum financial advisor fees; additional third-party manager sub-advisory fees may apply depending on the program. All fees are negotiable.
Fee Estimator
Location
8101 Washington Lane, 1st Floor, Wyncote, PA, 19095-1618
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2006Other Business Activities
Richard is the owner/operator of River of Life Martial Arts and Wellness Center, dedicating nearly full-time hours to it. He also manages family real estate holdings as a partner in RoL Partners, spending minimal time on this activity.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Baraban Securities, INC.Broker
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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