Robinson Smith Wealth Advisors, LLC

Robinson Smith Wealth Advisors, LLC (CRD# 123098) is a financial advisory firm headquartered in Portland, ME. They manage $210,204,845 in 620 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    210
    MILLION
  • Total Number of Accounts
    620
    ACCOUNTS
  • Average Account Value
    $339,040
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, ME, NH, TX

Financial Advisors at Robinson Smith Wealth Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
David P. Robinson
CRD#: 1945375
2 Monument Square, Suite 501, Portland, ME 04101
96
Wealthminder
score

David Robinson (CRD# 1945375) is an Investment Advisor Representative working at Robinson Smith Wealth Advisors, LLC in Portland, ME and has over 28 years of experience in the finance industry. David Robinson 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.

2
David M. Smith
CRD#: 2206751
70 Court Street, 2nd Floor, Portsmouth, NH 03801
96
Wealthminder
score

David Smith (CRD# 2206751) is an Investment Advisor Representative working at Robinson Smith Wealth Advisors, LLC in Portsmouth, NH and has over 26 years of experience in the finance industry. David Smith 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.

3
Tracey M. Daigle
CRD#: 6706521
2 Monument Square, Suite 501, Portland, ME 04101
90
Wealthminder
score

Tracey Daigle (CRD# 6706521) is an Investment Advisor Representative working at Robinson Smith Wealth Advisors, LLC in Portland, ME and has 1 year of experience in the finance industry. Tracey Daigle 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.

4
Jessica L. Kreger
CRD#: 5700793
70 Court Street, 2nd Floor, Portsmouth, NH 03801
90
Wealthminder
score

Jessica Kreger (CRD# 5700793) is an Investment Advisor Representative working at Robinson Smith Wealth Advisors, LLC in Portsmouth, NH and has 1 year of experience in the finance industry. Jessica Kreger 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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