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Diane Robinson

23 Years of Experience
Pittsburgh, PA
Broker

Diane Robinson is a registered investment advisor at Federated Global Investment Management CORP., based in Pittsburgh, PA, with 23 years of industry experience. Diane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 74 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
208 advisors
Number of Clients
74 clients
Average Client Portfolio
$200.3M average
Assets Under Management
$14.8B

Fee Structure

Investment management only (planning not offered)

Federated Global Investment Management charges fees based on a percentage of assets under management. These fees vary depending on the type of account (Separate, Managed, or Model Portfolio) and the investment strategy. Fees may be negotiable and may include breakpoints where the percentage decreases as assets increase. Managed accounts may have a 'wrapped fee' covering various services, with Federated receiving a portion.

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Location

1001 Liberty Avenue, Pittsburgh, PA, 15222-3779

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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 Activities

Diane is the sole owner of Hickory Hall, LLC, formed to own rental properties, and a landlord for a property in Philadelphia. She also serves as a board member for investments for Easton Episcopal Fund, dedicating minimal time to each activity.

Employment History
Current Registrations
Federated Securities CORP.
November 2009 - Present · 16 yrs 6 mos
Mdt Advisers, a Division of Federated Mdta LLC
November 2006 - Present · 19 yrs 6 mos
Federated Securities CORP.
May 2004 - Present · 22 yrs
Federated Investment Counseling
May 2004 - Present · 22 yrs
Federated Securities CORP.Broker
May 2004 - Present · 22 yrs
Previous Registrations
Philadelphia Corporation for Investment ServicesBroker
June 2003 - May 2004 · 11 mos
Prime Solutions Securities, INC.Broker
August 2000 - August 2001 · 1 yr
State Registrations52 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.