Robinson Smith Wealth Advisors, LLC
Robinson Smith Wealth Advisors, LLC (CRD# 123098) is a financial advisory firm headquartered in Portland, ME. They manage $334,336,216 in 790 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management334MILLION
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Total Number of Accounts790ACCOUNTS
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Average Account Value$423,210
- A percentage of assets under your management
- 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
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.
David Smith (CRD# 2206751) is an Investment Advisor Representative working at Robinson Smith Wealth Advisors, LLC in Portsmouth, NH and has over 32 years of experience in the finance industry.
Donovan Ingle (CRD# 6987441) is an Investment Advisor Representative working at Robinson Smith Wealth Advisors, LLC in Portsmouth, NH and has over 5 years of experience in the finance industry.