Amy Robinson has been President of the General Partner & Chief Executive Officer of Robinson Value Management since May 2010, is a control person of the firm and directly owns between 50% and 75% of it. Amy Robinson holds an MBA from the University of Texas at Austin and a BA from the University of Texas at Austin.
Robinson Value Management, LTD. is a San Antonio, TX firm with $202M under management, 56 clients and 2 advisers in one office, as of its February 2026 filing.
Amy Abbey Robinson is Chief Executive Officer of Robinson Value Management. Before joining the firm to co-lead all aspects of it, she spent nearly a decade as an Account Vice President and Investment Management Consultant at PaineWebber/UBS. She also held corporate and retail roles with H.E. Butt Grocery Company and worked as a Financial Analyst for Bankers Trust Company and the Federal Reserve Bank of Dallas.
Amy Robinson’s longest registration is the current one, 22 years at Robinson Value Management since 2004. Before joining Robinson Value Management in 2004, Amy Robinson was registered through UBS Financial Services Inc.
- – present · 22 yearsSan Antonio, TX · Adviser representative · Firm CRD 110156
- UBS Financial Services Inc.– · 8 yearsSan Antonio, TX · Adviser representative · Firm CRD 8174
Professional designations
Listed by Robinson Value Management
- Certified Investment Management Analyst (CIMA®)
- Retirement Management Advisor (RMA®)
Investment adviser representative registrations
Amy Robinson is registered as an investment adviser representative in Texas, since September 2004.
- TexasSince 13 September 2004
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 January 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 December 1995 |
| Series 7 | General Securities Representative Examination | 18 December 1995 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Amy Abbey Robinson
- CRD
- 2672456
- Firm
- Robinson Value Management · CRD 110156
- Role
- President of the General Partner & Chief Executive Officer
- Office
- 120 EAST BASSE ROAD, #102, San Antonio, TX 78209-8356
- Registration
- Investment adviser registration
- In the industry since
- January 1996
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- robinsonvalue.com
Where does Amy Robinson work?
Amy Robinson has been President of the General Partner & Chief Executive Officer of Robinson Value Management, LTD. since May 2010, and is a control person of the firm.
Is Amy Robinson a financial advisor?
Yes. Amy Robinson has a current investment-adviser registration in Texas, through Robinson Value Management since September 2004.
How many years of experience does Amy Robinson have?
Amy Robinson has 30 years in the financial industry, since January 1996, across 2 adviser firms.
What exams has Amy Robinson passed?
Amy Robinson has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in December 1995.
Where is Amy Robinson based?
Amy Robinson’s registered office is in San Antonio, TX.
Is Amy Robinson registered with FINRA?
No. Amy Robinson has no current broker registration.
How can I verify Amy Robinson’s record?
Search CRD 2672456 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Amy Robinson’s full registration record.
