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Michelle Crandall Robinson

THE PINES WEALTH MANAGEMENT, LLC·SOUTHERN PINES, North Carolina
SIE, Series 7, Series 66CFPClean record10 years registeredTHE PINES WEALTH MANAGEMENT, LLC
104 BRADFORD VILLAGE COURT, SOUTHERN PINES, NC 28387CRD# 6434226Firm CRD# 326353

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michelle Crandall Robinson · SOUTHERN PINES, NC
Registration
CRD #6434226 · THE PINES WEALTH MANAGEMENT, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

THE PINES WEALTH MANAGEMENT, LLC
Mar 2024 – present
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Mar 2016 – Apr 2024
PINEHURST, NC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · March 29, 2016
Years registered · 10
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE PINES WEALTH MANAGEMENT, LLC
CRD 326353 · SEC 801-129712
AUM
$338M
Regulatory assets under management
Employees
4
643 client accounts
Services offered by THE PINES WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THE PINES WEALTH MANAGEMENT, LLC →
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Frequently Asked Questions

What services does Michelle Crandall Robinson offer?
Michelle Crandall Robinson specializes in Financial Planning, Investment Management. Contact their office in SOUTHERN PINES, North Carolina for a consultation.
What are Michelle Crandall Robinson's credentials?
Michelle Crandall Robinson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Michelle Crandall Robinson located?
Michelle Crandall Robinson is based in SOUTHERN PINES, North Carolina, working with THE PINES WEALTH MANAGEMENT, LLC. Their office serves clients in the SOUTHERN PINES metropolitan area and surrounding communities.
How does Michelle Crandall Robinson charge for services?
Michelle Crandall 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 THE PINES WEALTH MANAGEMENT, LLC?
THE PINES WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $338M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE PINES WEALTH MANAGEMENT, LLC

Howell Evans Neville
SOUTHERN PINES, NC
CFP
Colleen Kennedy O'donnell
SOUTHERN PINES, NC

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