RR
CFA
RR
CFA

Robert Robbins

16 Years of Experience
Matthews, NC
Broker

Robert Robbins is a CFA-designated registered investment advisor at T. Rowe Price Associates, INC., based in Matthews, NC, with 16 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,921 clients with $1900B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
227 advisors
IM Fee
Planning only
Assets Under Management
$1934.2B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

Matthews, NC

Get directions

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.

Learn about disclosures →
Other Business Activities

Robert is a book author of Tactical Trend Trading since 2012. He dedicates minimal time to this activity since publishing.

Employment History
Current Registrations
T. Rowe Price Associates, INC.
August 2023 - Present · 2 yrs 9 mos
T. Rowe Price Investment Services, INC.
July 2023 - Present · 2 yrs 10 mos
T. Rowe Price Investment Services, INC.Broker
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Franklin Distributors, LLCBroker
July 2021 - May 2023 · 1 yr 10 mos
Franklin/templeton Distributors, INC.Broker
October 2016 - July 2021 · 4 yrs 9 mos
LPL Financial LLC
March 2015 - October 2016 · 1 yr 7 mos
LPL Financial LLCBroker
November 2014 - October 2016 · 1 yr 11 mos
Robbins Capital, L.L.C.
March 2006 - July 2006 · 4 mos
Raymond James & Associates, INC.Broker
April 1994 - July 1999 · 5 yrs 3 mos
Chatfield Dean & CO., INC.Broker
September 1993 - November 1993 · 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Robert Robbins - Financial Advisor | TrueAdvisor