Unclaimed Profile

Dawn M Robinson

SHIELD WEALTH ADVISORS, LLC.·WILLIAMSVILLE, New York

Series 65Clean record9 years registeredSHIELD WEALTH ADVISORS, LLC.

2809 WEHRLE DRIVE, WILLIAMSVILLE, NY 14221CRD# 6796722Firm CRD# 309538

Profile Verification

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

Identity

Dawn M Robinson · WILLIAMSVILLE, NY

Registration

CRD #6796722 · SHIELD WEALTH ADVISORS, LLC. · 9 years registered

Brand Profile

Not yet started

Career History

SHIELD WEALTH ADVISORS

Nov 2020 – present

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

Jul 2017 – Sep 2020

WILLIAMSVILLE, NY

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 7, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SHIELD WEALTH ADVISORS, LLC.

CRD 309538 · SEC 801-119094

AUM

$51M

Regulatory assets under management

Employees

268 client accounts

Services offered by SHIELD WEALTH ADVISORS, LLC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SHIELD WEALTH ADVISORS, LLC. →

Introduction

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Frequently Asked Questions

What services does Dawn M Robinson offer?

Dawn M Robinson specializes in Financial Planning, Investment Management. Contact their office in WILLIAMSVILLE, New York for a consultation.

What are Dawn M Robinson's credentials?

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

Where is Dawn M Robinson located?

Dawn M Robinson is based in WILLIAMSVILLE, New York, working with SHIELD WEALTH ADVISORS, LLC.. Their office serves clients in the WILLIAMSVILLE metropolitan area and surrounding communities.

How does Dawn M Robinson charge for services?

Dawn M Robinson's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SHIELD WEALTH ADVISORS, LLC.?

SHIELD WEALTH ADVISORS, LLC. has approximately 3 employees and manages $51M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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