Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Donna Ewert, financial advisor Portland ME
96 score

Donna Ewert

CRD Number: 3113435
Current Firm: Robinson Smith Wealth Advisors, LLC

Donna Ewert (CRD# 3113435) is an Investment Advisor Representative working at Robinson Smith Wealth Advisors, LLC in Portland, ME and has over 17 years of experience in the finance industry. Donna Ewert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Robinson Smith Wealth Advisors Portland, ME Oct 2008 - Current 8
Wright Express South Portland, ME Feb 2006 - Oct 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S66 NASAA Uniform Combined State Law Examination Sep 2001
Contact Info for Donna M. Ewert
Phone Number: 207-874-9840
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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