Unclaimed Profile

Amy Abbey Robinson

ROBINSON VALUE MANAGEMENT, LTD.·SAN ANTONIO, Texas

Series 7, Series 63, Series 65Clean record30 years registeredROBINSON VALUE MANAGEMENT, LTD.

120 EAST BASSE ROAD, #102, SAN ANTONIO, TX 78209-8356CRD# 2672456Firm CRD# 110156

Profile Verification

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

Identity

Amy Abbey Robinson · SAN ANTONIO, TX

Registration

CRD #2672456 · ROBINSON VALUE MANAGEMENT, LTD. · 30 years registered

Brand Profile

Not yet started

Career History

ROBINSON VALUE MANAGEMENT, LTD.

Sep 2004 – present

UBS FINANCIAL SERVICES INC.

Jan 1996 – Oct 2004

SAN ANTONIO, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 26, 1996

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ROBINSON VALUE MANAGEMENT, LTD.

CRD 110156 · SEC 801-80568

AUM

$173M

Regulatory assets under management

Employees

116 client accounts

Services offered by ROBINSON VALUE MANAGEMENT, LTD.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ROBINSON VALUE MANAGEMENT, LTD. →

Introduction

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Frequently Asked Questions

What services does Amy Abbey Robinson offer?

Amy Abbey Robinson specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN ANTONIO, Texas for a consultation.

What are Amy Abbey Robinson's credentials?

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

Where is Amy Abbey Robinson located?

Amy Abbey Robinson is based in SAN ANTONIO, Texas, working with ROBINSON VALUE MANAGEMENT, LTD.. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.

How does Amy Abbey Robinson charge for services?

Amy Abbey Robinson'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 VALUE MANAGEMENT, LTD.?

ROBINSON VALUE MANAGEMENT, LTD. has approximately 4 employees and manages $173M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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