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John Robinson

21 Years of Experience
Houston, TX

John Robinson is a registered investment advisor at Bridge Capital Advisors, based in Houston, TX, with 21 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $690M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
7 clients
Average Client Portfolio
$98.2M average
Assets Under Management
$687.3M

Fee Structure

Bridge Capital Advisors offers direct investment managed account services to individuals, trusts, businesses, and pension and profit-sharing plans. The fees for these services are determined based on the scope and complexity of the services and the nature of the client relationship. Fees may be billed on a fixed retainer basis or as a percentage of the value of your portfolio, with a maximum fee of 1.00%. Fees are typically billed monthly or quarterly in arrears.

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Location

5718 Westheimer Rd, Suite 1000, Houston, TX, 77057

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Bridge Capital Advisors
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Pfm Fund Distributors, INC.Broker
September 2015 - June 2018 · 2 yrs 9 mos
Riverrock Securities, LLCBroker
December 2013 - December 2014 · 1 yr
Kipling Jones & CO., LTD.Broker
August 2011 - September 2012 · 1 yr 1 mo
Raymond James & Associates, INC.Broker
April 2005 - October 2009 · 4 yrs 6 mos
Iron Capital Markets, INC.Broker
October 2003 - April 2005 · 1 yr 6 mos
Sterne, Agee & Leach, INC.Broker
August 2002 - July 2003 · 11 mos
The Malachi Group, INC.Broker
October 2001 - June 2002 · 8 mos
Municipaltrade.com, INC.Broker
March 2001 - March 2002 · 1 yr
Cybervest Securities INC.Broker
December 1998 - October 1999 · 10 mos
Wheat, First Securities, INC.Broker
November 1996 - November 1996 · 0 mos
Equitable Securities CorporationBroker
July 1996 - October 1996 · 3 mos
Interstate/johnson Lane CorporationBroker
January 1995 - March 1996 · 1 yr 2 mos
Kidder, Peabody & CO. IncorporatedBroker
December 1992 - January 1995 · 2 yrs 1 mo
State Registrations1 state
TX
Advisor

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.