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Robin Remick Pinkham

Robin Pinkham Investment Advisory, LLC

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About Robin Remick Pinkham

Robin Pinkham is an investment advisor representative with Robin Pinkham Investment Advisory, LLC in Fairfield, CT. Robin has been in the industry since 1988. Robin is registered with the state of Connecticut. Robin Pinkham Investment Advisory, LLC provides portfolio management for individuals. Robin Pinkham Investment Advisory, LLC manages approximately $1.7 million in assets for 9 clients. The firm's clients include high-net-worth individuals. The firm does not have any licensed agents, investment advisor representatives, registered representatives, or investment advisory functions. Robin is a volunteer at Crosby Commons, an assisted living facility in Shelton, CT. Robin gives a monthly talk on investments to interested residents. Robin has a Series 63 and a Series 65.

Firm Information

Robin Pinkham is currently registered with Robin Pinkham Investment Advisory, LLC. Robin Pinkham Investment Advisory, LLC is an investment advisor that provides portfolio management services for individuals. They manage approximately $1.7 million in assets for 9 accounts.

$1.70M

Assets Under Management

1

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robin Pinkham’s Registration & Firm History

CT

08/19/2009 - Present

Robin Pinkham Investment Advisory, LLC (FAIRFIELD CT)

TX

05/19/2003 - 09/22/2009

WESTPORT RESOURCES INVESTMENT SERVICES, INC. (FT. WORTH TX)

NY

07/31/1993 - 01/23/2003

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NY

05/14/1988 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

04/21/1988 - 05/14/1988

E. F. HUTTON & COMPANY INC

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Licenses & Designations

IA

Issued 09/27/1991

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/08/1988

Series 63 - Uniform Securities Agent State Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robin Remick Pinkham.
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