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).
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Total Assets Under Management210MILLION
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Total Number of Accounts620ACCOUNTS
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Average Account Value$339,040
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, MA, ME, NH, TX
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.
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.
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.
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.