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Gregory Scott Robinson

MARSHALL & SULLIVAN INC·SEATTLE, Washington
Series 3, Series 7, Series 24, Series 63, Series 65Clean record31 years registeredMARSHALL & SULLIVAN INC
1109 FIRST AVE. SUITE 200, SEATTLE, WA 98101CRD# 1581647Firm CRD# 105168

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Scott Robinson · SEATTLE, WA
Registration
CRD #1581647 · MARSHALL & SULLIVAN INC · 31 years registered
Brand Profile
Not yet started
01

Career History

BADGLEY PHELPS WEALTH MANAGERS
Nov 2025 – present
MARSHALL & SULLIVAN, INC.
Dec 1994 – Nov 2025
SEATTLE, WA
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · December 28, 1994
Years registered · 31
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MARSHALL & SULLIVAN INC
CRD 105168 · SEC 801-16142
AUM
$430M
Regulatory assets under management
Employees
3
200 client accounts
Services offered by MARSHALL & SULLIVAN INC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at MARSHALL & SULLIVAN INC →
Introduction

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05

Frequently Asked Questions

What services does Gregory Scott Robinson offer?
Gregory Scott Robinson specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.
What are Gregory Scott Robinson's credentials?
Gregory Scott Robinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Scott Robinson located?
Gregory Scott Robinson is based in SEATTLE, Washington, working with MARSHALL & SULLIVAN INC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Gregory Scott Robinson charge for services?
Gregory Scott Robinson's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARSHALL & SULLIVAN INC?
MARSHALL & SULLIVAN INC has approximately 3 employees and manages $430M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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