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Brian Robinson

33 Years of Experience
St. Petersburg, FL
1 DisclosureBroker

Brian Robinson is a registered investment advisor at UBS Financial Services INC., based in St. Petersburg, FL, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9502 advisors
IM Fee
Planning only
Assets Under Management
$808.8B

Fee Structure

UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.

One-Time Plan:$500 - $50,000
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Location

150 Second Ave. North, Suite 1000, St. Petersburg, FL, 33701

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2007
Settled
Other Business Activities

Brian is a board member for the Florida Dream Center charity since 2015. He is also a board member for the US Institute Against Human Trafficking since 2017.

Employment History
Current Registrations
UBS Financial Services INC.
November 2008 - Present · 17 yrs 6 mos
UBS Financial Services INC.Broker
November 2008 - Present · 17 yrs 6 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - November 2008 · 1 yr 7 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - November 2008 · 1 yr 7 mos
Morgan Stanley
July 1993 - April 2007 · 13 yrs 9 mos
Morgan Stanley Dw INC.Broker
June 1993 - April 2007 · 13 yrs 10 mos
Investment Management & Research, INCBroker
January 1993 - June 1993 · 5 mos
State Registrations33 states
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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.