DJ
DJ

David Robinson

46 Years of Experience
Rochester, NY
Broker

David Robinson is a registered investment advisor at Wells Fargo Advisors, based in Rochester, NY, with 46 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

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.

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Location

572 Titus Ave, Rochester, NY, 14617

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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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Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
January 2026 - Present · 4 mos
Wells Fargo Advisors
January 2026 - Present · 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
March 2006 - January 2026 · 19 yrs 10 mos
Wells Fargo Advisors
March 2006 - January 2026 · 19 yrs 10 mos
UBS Financial Services INC.
December 2001 - March 2006 · 4 yrs 3 mos
UBS Financial Services INC.Broker
August 2000 - March 2006 · 5 yrs 7 mos
J.C. Bradford & CO.Broker
November 1992 - August 2000 · 7 yrs 9 mos
J.C. Bradford & CO.Broker
November 1992 - November 1992 · 0 mos
Mcdaniel Lewis & CompanyBroker
March 1980 - November 1992 · 12 yrs 8 mos
State Registrations20 states
CACODCFLGAILLAMAMDMOMSMTNCNJNYOHPASCUTVA
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.
David Robinson - Financial Advisor | TrueAdvisor