Anne Bethany Robinson
Investment adviser representative at Quadcap Wealth Management, LLC
19 yearsExperience
1 stateRegistered in
$1.3BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Quadcap Wealth Management, LLCApr 2024 to now
- Goldman Sachs & Co. LLCJan 2021 to now
- The Ayco Company, L.p./mercer AlliedApr 2007 to Jan 2021
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (TX).
Quadcap Wealth Management, LLC
$1.3BAssets managed
582Clients
13Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5370418
- Firm CRD
- 151490