Patrick Joseph Robinson
Investment adviser representative at Capital Analysts
12 yearsExperience
1 stateRegistered in
$8.8BFirm assets
14 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.
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Capital AnalystsDec 2020 to now
- Lincoln InvestmentFeb 2020 to now
- Mutual of America Life Insurance CompanyDec 2017 to Dec 2019
- Mutual of America Securities LLCDec 2017 to Dec 2019
- UnemployedSep 2017 to Nov 2017
- Jackson National Life Distributors LLCJul 2014 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MA).
Capital Analysts
Legal name: Capital Analysts, LLC
$8.8BAssets managed
15,840Clients
596Advisers
14 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
- 6190866
- Firm CRD
- 162200