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Ebony Robinson

13 Years of Experience
Broker

Ebony Robinson is a registered investment advisor at United Brokerage Services INC, based in Peachtree Corners, GA, with 13 years of industry experience. Ebony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,904 clients with $390M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
52 advisors
Number of Clients
1,904 clients
Average Client Portfolio
$204K average
Assets Under Management
$389.1M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$250

UBS offers investment management through various wrap fee programs. These programs charge a single, all-inclusive fee based on the value of your investments, covering advisory services, trading costs, and custody. The fees do not include the expenses of any underlying exchange traded funds, closed-end funds, or mutual funds in the portfolio. There is a minimum quarterly fee of $250 for the Compass program.

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Location

5100 Peachtree Parkway, Peachtree Corners, GA, 30092

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
United Brokerage Services INC
January 2026 - Present · 3 mos
United Brokerage Services, INCBroker
July 2022 - Present · 3 yrs 9 mos
Previous Registrations
The Leaders Group, INC.Broker
January 2020 - August 2022 · 2 yrs 7 mos
Bluerock Capital Markets LLCBroker
April 2018 - January 2020 · 1 yr 9 mos
Fifth Third Securities, INC.Broker
April 2010 - March 2014 · 3 yrs 11 mos
Fifth Third Securities, INC.Broker
August 2005 - December 2006 · 1 yr 4 mos
State Registrations8 states
CADCFLGAMDNCSCVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.