Advisor at First Financial Advisory Services Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
First Financial Advisory Services Inc
Location
Westerly, RI 02891
Credentials
Series 66
Industry experience
13 years
Peter Robinson is a Series 66-registered financial advisor with First Financial Advisory Services Inc, bringing 13 years of industry experience. He has worked at Cetera Advisors LLC, Seacorp, and First Allied Securities, Inc. Outside of his advisory role, Robinson is an artist and owner of Pine Box Art and is active as a musician. He also serves as a board member for the Mystic Chamber Music Series, supporting concert promotion. First Financial Advisory Services, Inc. provides portfolio management and financial planning to individual investors, families, and small businesses, managing approximately $250 million in client assets. The firm employs a value-oriented, long-term investment approach with a focus on non-discretionary portfolio management and customized financial planning.
Based on First Financial Advisory Services Inc
Based on First Financial Advisory Services Inc
Fixed fee up to $5,000 annually for broad-based financial planning; Financial Orientation service $500 annually plus $250 for Scorecard Expansion Pack
$0 - $500,000: 1.5% annually $500,001 - $1,000,000: 1.25% annually $1,000,001 - $2,000,000: 1.0% annually $2,000,001+: Negotiable
Commissions with minimum per-transaction fee of $65; Custodian handling charge $7.50 + $1.50 for paper confirmations
Typically $150 per hour for specific financial planning or consulting services
Financial Orientation service $500 annually; may be split into two $250 payments
Account minimum: $25,000 Fee-only: Fixed fees up to $5,000 annually; Hourly fees typically $150/hour; Monthly and annual fees negotiable
85 Beach Street
Westerly, RI 02891
Connecticut · Massachusetts · Rhode Island · Virginia
Cetera ADVISORS LLC
2022 - Present (4 years)
Seacorp
2015 - 2021 (6 years)
First Financial Advisory Serv, Inc
2014 - Present (12 years)
First Allied Securities, INC.
2013 - 2022 (9 years)
Self Employed - RC Associates
1998 - 2025 (27 years)
FIRST Allied Securities, Inc
1991 - Present (35 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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First Financial Advisory Services Inc
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