Robbins Farley LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Robbins Farley is an independent registered investment adviser serving primarily individuals and their affiliated trusts, along with families, foundations, pensions and corporations; the firm reports about $252.9 million in assets under management and a four-advisor team supporting roughly 263 client relationships. It provides wealth planning and accumulation services, including financial planning, discretionary asset management, participant-directed retirement plan consulting, and periodic account aggregation and reporting.
The firm follows a predominantly top‑down investment process that aligns portfolios to macroeconomic conditions and each client’s objectives, using tailored models such as Growth & Income, Growth, and Income and periodic portfolio reviews. Robbins Farley regularly implements derivatives and options strategies (including puts, covered calls, cash‑secured puts and long‑term calls), may use margin and short sales in higher‑risk accounts, treats cash as an asset class, and describes controls around its limited use of AI tools in research and client work.
Robbins Farley’s brochure discloses several business practices that are less common among similar team firms: the firm uses endorsements and testimonials in its advertising, advertises third‑party ratings, and operates an affiliated insurance agency through which licensed professionals may transact insurance business. It also offers basic estate‑planning document support via the Vanilla platform at no additional fee, engages compensated promoters for client introductions, and explicitly discusses the firm’s use of derivatives and the risks of borrowing against account assets.
Client services
Expertise
Fee options
Fixed fees for financial planning range from $2,000 to $10,000 per plan
0.00% to 2.00% per annum, negotiable based on account size and complexity, up to a maximum of 3%
$200 to $500 per hour for financial planning services
Fee-only: Investment management fees based on assets under management, ranging from 0.00% to 2.00% annually, negotiable, plus hourly and fixed fees for financial planning
Main office
6 Bedford Farms Drive, Suite 112
Bedford NH 03110
Advisors at this office
4
Most active in
Florida · Maine · Massachusetts · New Hampshire · Rhode Island · Texas
Also doing business as
Ramsay Fraser LLC · Robbins Farley LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Patrick G
Series 66
Bedford, NH
Robbins Farley LLC
Patrick Grasso is a financial advisor at Robbins Farley LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Vision Capital Partners, Affinia Financial Group, and The Ayco Company, L.P., a Goldman Sachs company. Robbins Farley is an independent registered investment adviser serving individuals, families, foundations, pensions, and corporations. The firm employs a top-down investment process aligned with macroeconomic conditions and client objectives, offering wealth planning, discretionary asset management, and retirement plan consulting services.
Colleen F
Series 66
Bedford, NH
Robbins Farley LLC
Colleen Farley is a Series 66 licensed financial advisor with Robbins Farley LLC in Bedford, NH, where she has worked since 2017. She has 21 years of industry experience, including five years at Wells Fargo Advisors. Outside of her advisory role, she serves as a board member for Associated Grocers of New England and works as a notary public. Robbins Farley is an independent registered investment adviser serving individuals, families, foundations, pensions, and corporations. The firm manages approximately $253 million in assets and employs a top-down investment process that incorporates tailored portfolio models and derivatives strategies, alongside wealth planning and discretionary asset management services.
David L
Series 63, Series 66
Bedford, NH
Robbins Farley LLC
David Lanzillo is a financial advisor at Robbins Farley LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors from 2013 to 2017. Lanzillo has been with Robbins Farley since 2017. Robbins Farley LLC provides wealth planning, financial planning, and portfolio management services to individuals, trusts, charitable organizations, and businesses. The firm employs a top-down, macro-driven investment approach and utilizes model portfolios alongside options and derivative strategies tailored to clients’ objectives and risk tolerances.
Allie H
Series 66
Bedford, NH
Robbins Farley LLC
Allie Henke is a financial advisor at Robbins Farley LLC with four years of industry experience. She holds the Series 66 designation and has previously worked at Saltbox Financial LLC and RBC Wealth Management. Robbins Farley advises individuals, trusts, charitable organizations, and businesses, providing wealth planning, financial planning, and portfolio management services. The firm employs a top-down, macro-driven investment process and uses model portfolios alongside options and derivative strategies tailored to client objectives and risk tolerance.
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