Michelle Crandall Robinson
Investment adviser representative at The Pines Wealth Management, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$485.9MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- The Pines Wealth Management, LLCMar 2024 to now
- Purshe Kaplan Sterling Investments, Inc.Feb 2024 to now
- Bank of America, N.A.Aug 2018 to Mar 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2014 to Mar 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
The Pines Wealth Management, LLC
$485.9MAssets managed
262Clients
2Advisers
2 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
- 6434226
- Firm CRD
- 326353