Unclaimed Profile

Benjamin Wolcott Upward

ROBINSON CAPITAL MANAGEMENT, LLC·GROSSE POINTE FARMS, Michigan

SIE, Series 3, Series 7, Series 7TO, Series 24, Series 30, Series 55, Series 63, Series 65Clean record13 years registeredROBINSON CAPITAL MANAGEMENT, LLC

63 KERCHEVAL, GROSSE POINTE FARMS, MI 48236CRD# 4236684Firm CRD# 166182

Profile Verification

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

Identity

Benjamin Wolcott Upward · GROSSE POINTE FARMS, MI

Registration

CRD #4236684 · ROBINSON CAPITAL MANAGEMENT, LLC · 13 years registered

Brand Profile

Not yet started

Career History

AZIMUTH CAPITAL MANAGEMENT

Aug 2023 – present

SYNCHRONICITY

Apr 2017 – Jul 2023

TROY, MI

ROBINSON CAPITAL MANAGEMENT, LLC

Jan 2013 – Sep 2015

GROSSE POINTE FARMS, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 7TO

Series 24

Series 30

Series 55

Series 63

Series 65

Registration record

First registered · January 4, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ROBINSON CAPITAL MANAGEMENT, LLC

CRD 166182 · SEC 801-77378

AUM

$1.2B

Regulatory assets under management

Employees

53 client accounts

Services offered by ROBINSON CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (pooled investments)

Selection of other advisers

Market timing services

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at ROBINSON CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Benjamin Wolcott Upward offer?

Benjamin Wolcott Upward specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GROSSE POINTE FARMS, Michigan for a consultation.

What are Benjamin Wolcott Upward's credentials?

Benjamin Wolcott Upward is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Benjamin Wolcott Upward located?

Benjamin Wolcott Upward is based in GROSSE POINTE FARMS, Michigan, working with ROBINSON CAPITAL MANAGEMENT, LLC. Their office serves clients in the GROSSE POINTE FARMS metropolitan area and surrounding communities.

How does Benjamin Wolcott Upward charge for services?

Benjamin Wolcott Upward's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROBINSON CAPITAL MANAGEMENT, LLC?

ROBINSON CAPITAL MANAGEMENT, LLC has approximately 10 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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