Deshon Patrick Robinson
Investment adviser representative at Wealthspire Retirement Advisory
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$38.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed 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
12 years in the industry.
- Wealthspire Retirement AdvisoryOct 2025 to now
- Nfp Retirement, Inc.Apr 2025 to Oct 2025
- Travel and RelocationDec 2024 to May 2025
- Pure Financial Advisors, LLCFeb 2024 to Sep 2024
- Creative Planning, LLCOct 2022 to Feb 2024
- Advised Assets Group, LLCMar 2022 to Oct 2022
- Gwfs Equities, IncMar 2022 to Oct 2022
- SelfOct 2018 to Dec 2024
- TD AmeritradeOct 2017 to Jan 2021
- Charles Schwab & Co., Inc./schwab BankJan 2013 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 3 states (CA, GA, TX).
Wealthspire Retirement Advisory
Legal name: Wealthspire Retirement, LLC
$38.6BAssets managed
7,532Clients
145Advisers
20 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
- 6154138
- Firm CRD
- 121254