SR
CFP
SR
CFP

Scott Robinson

39 Years of Experience
Annapolis, MD
BrokerSells Insurance

Scott Robinson is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Annapolis, MD, with 39 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

6 Dock St, Floor 1, Annapolis, MD, 21401-1887

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Scott sells fixed insurance products at the branch. He is also the executor of his father's estate and a notary public, both activities conducted at the branch.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
September 2025 - Present · 8 mos
Raymond James Financial Services Advisors, INC
September 2025 - Present · 8 mos
Previous Registrations
Commonwealth Financial Network
April 2004 - September 2025 · 21 yrs 5 mos
Commonwealth Financial NetworkBroker
January 1996 - September 2025 · 29 yrs 8 mos
Marketing One Securities, INC.Broker
April 1995 - January 1996 · 9 mos
Citizens Brokerage Services, INC.Broker
May 1992 - September 1994 · 2 yrs 4 mos
Chevy Chase Securities, INC.Broker
August 1990 - May 1992 · 1 yr 9 mos
Calvert Securities CorporationBroker
August 1987 - August 1990 · 3 yrs
Pw Securities, INC.Broker
July 1986 - August 1987 · 1 yr 1 mo
State Registrations22 states
CACOCTDCDEFLGAILMDMTNCNHNJNVNYOKPARISCVAWAWV
AdvisorBrokerBoth

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
No exam information available for this advisor.