Unclaimed Profile

Gary Lloyd Robinson

BIGELOW INVESTMENT ADVISORS, LLC·PORTLAND, Maine

Series 65Clean record19 years registeredBIGELOW INVESTMENT ADVISORS, LLC

4 MOULTON STREET, PORTLAND, ME 04101CRD# 4390510Firm CRD# 143733

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gary Lloyd Robinson · PORTLAND, ME

Registration

CRD #4390510 · BIGELOW INVESTMENT ADVISORS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BIGELOW INVESTMENT ADVISORS, LLC

BIGELOW INVESTMENT ADVISORS, LLC

May 2007 – Jun 2022

PORTLAND, ME

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 23, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BIGELOW INVESTMENT ADVISORS, LLC

CRD 143733 · SEC 801-67875

AUM

$467M

Regulatory assets under management

Employees

884 client accounts

Services offered by BIGELOW INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BIGELOW INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Gary Lloyd Robinson offer?

Gary Lloyd Robinson specializes in Financial Planning, Investment Management, Wealth Management.

What are Gary Lloyd Robinson's credentials?

Gary Lloyd Robinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gary Lloyd Robinson located?

Gary Lloyd Robinson is based in PORTLAND, Maine, last registered with BIGELOW INVESTMENT ADVISORS, LLC.

How does Gary Lloyd Robinson charge for services?

Gary Lloyd Robinson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BIGELOW INVESTMENT ADVISORS, LLC?

BIGELOW INVESTMENT ADVISORS, LLC has approximately 7 employees and manages $467M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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