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Founder, Chief Compliance Officer, Principal and Wealth Manager · The Pines Wealth Management, LLC

Michelle C. Robinson

CRD 6434226 · Named on Form ADV at one SEC-registered adviser

At a glance

The Pines Wealth Management, LLC, an SEC-registered wealth manager based in Southern Pines, NC with $486 million in regulatory assets, lists Michelle C. Robinson on its Form ADV as Founder, Chief Compliance Officer, Principal and Wealth Manager, a control person.

Firms and roles

  • The Pines Wealth Management, LLCFounder, Chief Compliance Officer, Principal and Wealth ManagerWealth manager · Southern Pines, NC · $486M in regulatory assets

AtlasMembers

Michelle’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Howell E. NevilleFounder, Principal and Wealth Manager, The Pines Wealth Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michelle’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.