Trustee · Financial Planning Hawaii, Inc.
Stacey M. Robinson
CRD 8214634 · Named on Form ADV at one SEC-registered adviser
At a glance
Financial Planning Hawaii, Inc., an SEC-registered wealth manager based in Honolulu, HI with $382 million in regulatory assets, lists Stacey M. Robinson on its Form ADV as Trustee.
Firms and roles
- Financial Planning Hawaii, Inc.TrusteeWealth manager · Honolulu, HI · $382M in regulatory assets
AtlasMembers
Stacey’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
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Paul M. MalloryChief Compliance Officer, Financial Planning Hawaii, Inc.
- John H. RobinsonChief Executive Officer, Financial Planning Hawaii, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stacey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.