IR
CFA
IR
CFA

Ian Robinson

1 Year of Experience
Dover, OH

Ian Robinson is a CFA-designated registered investment advisor at Btl Capital, based in Dover, OH, with 1 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

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

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
Btl Capital
July 2026 - Present · 3 mos
Previous Registrations
Morgan Stanley & CO. LLCBroker
October 2023 - June 2025 · 1 yr 8 mos
State Registrations1 state
OH
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.
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