Robinson Smith Wealth Advisors, LLC

Robinson Smith Wealth Advisors, LLC (CRD# 123098) is a financial advisory firm headquartered in Portland, ME. They manage $190,513,403 in 566 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    191
    MILLION
  • Total Number of Accounts
    566
    ACCOUNTS
  • Average Account Value
    $336,596
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

Financial Advisors at Robinson Smith Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David P. Robinson
CRD#: 1945375
100 Commercial Street, Suite 405, 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 27 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 24 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.