AR
CFA
AR
CFA

Amanda Robinson

9 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
52,688 clients
Average Client Portfolio
$123K average
Assets Under Management
$6.5B

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
Loading...

Location

500 Salem Street, Smithfield, RI, 02917-1288

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 →
Employment History
Current Registrations
National Financial Services LLCBroker
September 2025 - Present · 5 mos
National Financial Services LLC
September 2025 - Present · 5 mos
Fidelity Brokerage Services LLC
September 2025 - Present · 5 mos
Fidelity Brokerage Services LLCBroker
September 2025 - Present · 5 mos
Fidelity Institutional Wealth Adviser LLC
March 2025 - Present · 11 mos
Fidelity Distributors Company LLC
July 2016 - Present · 9 yrs 7 mos
Fidelity Distributors Company LLCBroker
July 2016 - Present · 9 yrs 7 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Amanda Robinson - Financial Advisor | TrueAdvisor