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Edmund Douglas Robinson

Investment Adviser Representative at LORD AND Richards

Highlands Ranch, COCRD #3183948Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
Exams Passed
9

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Edmund Douglas Robinson is an investment adviser representative with LORD and Richards in Highlands Ranch, CO, where they have been registered since 2024. They have worked in the securities industry since 1999 and have been registered with 5 firms, including Strategic Wealth Investment Group, LLC and LPL Financial LLC. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Colorado.

Office

8744 Kendrick Castillo Way, Suite 100
Highlands Ranch, CO 80129

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Colorado

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/31/2014
Series 63
Uniform Securities Agent State Law Examination
Passed 3/7/2000
Series 7
General Securities Representative Examination
Passed 3/22/2024
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/22/2024
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 2/24/2004
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 2/23/1999
Series 24
General Securities Principal Examination
Passed 3/22/2024
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 3/22/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

LORD AND RichardsCurrent
5/22/2024 – Highlands Ranch, CO
Strategic Wealth Investment Group, LLC
3/18/2022 – 3/29/2024Louisville, KY
LPL Financial LLC
6/3/2019 – 5/2/2022Mount Joy, PA
Santander Securities
8/30/2017 – 5/30/2019Laureldale, PA
M&t Securities, Inc.
4/1/2014 – 8/31/2017Shillington, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Santander Bank, NA
    Aug 2017 – May 2019Boston, MA
  2. Santander Securities, LLC
    Aug 2017 – May 2019Boston, MA
  3. LPL Financial LLC
    Jun 2019 – Mar 2022Mount Joy, PA
  4. Northwest BANK
    May 2019 – Mar 2022Mount Joy, PA
  5. Strategic Wealth Designers
    Mar 2022 – Mar 2024Louisville, KY
  6. Lord and Richards Wealth Management, LLC
    Apr 2024 – no end date reportedHighlands Ranch, CO
  7. Lord and Richards Wealth Management, LLC
    Nov 2025 – no end date reportedHighlands Ranch, CO
  8. M&t Securities
    Feb 2006 – Aug 2017Baltimore, MD

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About LORD AND Richards

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm's annual rate schedule by assets
  • Up to $1,000,0001.50%
  • $1,000,001 - $2,499,9991.00%
  • $2,500,000 - $4,999,9990.75%
  • Above $5,000,0000.50%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small Businesses

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
7
Offices listed on AdvisorFinder:
1
Main office:
Highlands Ranch, CO
SEC file number:
801-129213

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 4, 2026

View full firm profile

Other advisors at LORD AND Richards

6 other advisors in the directory

View LORD AND Richards firm profile

Similar advisors in Highlands Ranch, CO

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Edmund Douglas Robinson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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