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Advisors / North Carolina / Matthews
33yrs

Robert Robbins

Financial advisor at T. Rowe Price Associates

Based in Matthews, North Carolina, Robert Robbins is a fiduciary financial advisor with 33 years of industry experience. Robert has been with T. Rowe Price Associates since 2023; before that, Robert spent two years at LPL Financial and less than a year at Robbins Capital. Robert holds the CFA designation.

One of 92 advisors with offices in Matthews, and one of 82 fiduciaries.

Matthews, NCCFATop 2% by experience at T. Rowe Price AssociatesFiduciary advisor

At a glance

Experience33 years (since 1993)
How that compares ?Top 2% by experience at T. Rowe Price Associates
OfficeMatthews, NC
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$5.97 million
Advisors at the firm223
States licensed ?1 state

Services through T. Rowe Price Associates

Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFA

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2023 – now
  2. Mar 2015 – Oct 2016
  3. Mar 2006 – Jul 2006
    Robbins Capital, L.L.C.Previously

Questions to ask Robert

Tailored to Robert’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. Your firm can charge performance-based fees. Would that apply to me?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Robert

How do I contact Robert?

Call T. Rowe Price Associates at (410) 345-2000 and ask for Robert Robbins. Robert works from the Matthews, NC office.

How long has Robert been a financial advisor?

Robert has been in the industry since 1993, about 33 years. Top 2% by experience at T. Rowe Price Associates.

What licenses does Robert hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Robert a fiduciary?

Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Robert paid?

T. Rowe Price Associates reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Robert for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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