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Amber D Robinson

Advisor at Fidelity — McDonough, GA

Updated today

Credentials

Series 63, Series 66

Experience

6 years

Location

McDonough, GA

Fidelity logo

Fidelity

Institution

Total advisors

17,021

Across 1,875 offices

Clients per advisor

140 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

Amber Robinson is a financial advisor at Fidelity with five years of industry experience. Her prior roles include positions at Edward Jones, J.P. Morgan Securities LLC, and the Small Business Administration. Outside of her advisory work, she operates a travel agency in Mcdonough, Georgia. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a broad client base and engages in managing discretionary portfolios, fund advisory, and model portfolio delivery.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Based on Fidelity

Charitable giving & philanthropy Active portfolio management

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Location

See office

McDonough, GA

McDonough GA

Advisors at this office

1

Most active in

Georgia · Texas

Work history

6 years of industry experience

Fidelity Investments

2025 - Present • 1 year

Boston, MA

Fidelity Investments

2021 - Present • 5 years

Jacksonville, FL

Small Business Administration

2020 - 2021 • 1 year

Fort Worth, TX

Unemployed

2020 - 2020 • 1 year

McDonough, GA

Edward Jones

2019 - 2020 • 1 year

St.Louis, MO

J.P. Morgan Securites LLC

2018 - 2019 • 1 year

Dunwoody, GA

JPMorgan Chase Bank, N.A

2018 - 2019 • 1 year

Dunwoody, GA

Cushman & Wakeield

2018 - 2018 • 1 year

Atlanta, GA

United States Navy

2014 - 2018 • 4 years

Virginia Beach, VA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kevin W

Series 63, Series 66, Series 65

McDonough, GA

GAMSG Financial Advisors LLC

Kevin Webb is a financial advisor with GAMSG Financial Advisors LLC in McDonough, GA, holding Series 63, 65, and 66 licenses and bringing 11 years of industry experience. He is also the CEO and sole owner of Genesis Asset Management Strategies Group, an insurance brokerage firm specializing in employee benefits, property and casualty, health, and life insurance. Webb has been involved with Genesis since 2013 and joined GAMSG Financial Advisors in 2022. GAMSG Financial Advisors primarily serves individual retail investors through discretionary portfolio management and financial planning, along with consulting for employee benefit plans such as 401(k) programs. The firm employs a diversified investment approach using ETFs, mutual funds, equities, and fixed income instruments, and maintains an active pension consulting practice.

Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management
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Darrell R

Series 65

Morrow, GA

Stewardship Edge Capital, LLC

Darrell Russell is the sole advisor at Stewardship Edge Capital, LLC, holding a Series 65 designation with seven years of industry experience. He has managed portfolios at Stewardship Edge Capital since 2018 and has prior experience with High Net Wealth, LLC beginning in 2014. Stewardship Edge Capital is a state-registered investment adviser providing discretionary portfolio management through separately managed accounts to individual clients, including high-net-worth investors. The firm employs a long-term value investing approach focused on fundamental and qualitative analysis to identify companies with durable competitive advantages, offering both a General and a more concentrated Focused portfolio strategy.

Active portfolio management Concentrated stock management
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Bruce D

Series 63, Series 65

Ellenwood, GA

Resources Asset Management LLC

Bruce Dobbs is a financial advisor at Resources Asset Management LLC with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Resources Asset Management, he was involved with Singh Biotechnology for six years and Gotcha Goat LLC for eight years. He is also active in drug development through Singh Molecular Medicine Inc. and works as an insurance agent with American Family Insurance. Resources Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and estates. The firm uses an active, asset-allocation-driven approach incorporating fundamental, quantitative, and technical analysis, and acts as a wrap fee program sponsor offering model-based strategies and educational seminars.

General retirement planning Income planning Wealth management Charitable giving & philanthropy
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Latavius P

Series 63, Series 65

McDonough, GA

CSG Wealth Management

Latavius Powell is the sole advisor at CSG Wealth Management in McDonough, GA, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has led CSG Wealth Management since 2010. Outside of advising, he holds a real estate license and is involved in a Wyoming-based film production company as well as a local trucking business. CSG Wealth Management serves a small client base primarily composed of professional athletes, offering consulting, written financial planning, and investment management services. The firm employs a value-oriented investment approach, using both fundamental and technical analysis with portfolios tailored to client objectives.

Debt management Cash flow / budgeting General tax planning Professional Athlete
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Orrodon D

ChFC®, Series 63, Series 65

Lake Spivey, GA

OBN Wealth Advisors

Orrodon Dinkins is a financial advisor at OBN Wealth Advisors with 16 years of industry experience. He holds the ChFC® designation and has previously worked at Guardian Life. Outside of his advisory role, he is an author and professional speaker through One Bucket Nation LLC. OBN Wealth Advisors is an independent firm serving individuals, including high-net-worth clients, and small businesses with financial planning, investment consultation, and retirement-plan advice. The firm employs a blend of fundamental, technical, and cyclical analysis combined with active and passive investment strategies, and regularly offers educational seminars and written materials.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Retirement withdrawal strategies Divorce financial planning Executive Founder/Business Owner Married/Couples/Partners Divorced Approaching retirement
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Ruel S

Series 65

Stockbridge, GA

Cereli Inc.

Ruel Samuels Jr. is a Series 65-licensed financial advisor with 28 years of industry experience. He is the sole advisor at Cereli Inc., an independent firm located in Stockbridge, GA. Samuels has also been associated with C & R Management Services, Inc. since 1991. Cereli Inc. serves individuals, retirement plans, and small corporate and nonprofit clients by managing portfolios of stocks, mutual funds, and fixed-income instruments. The firm uses Modern Portfolio Theory combined with qualitative and quantitative analysis and offers discretionary portfolio management tailored to client risk tolerance and time horizon.

Wealth management
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