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).

By the Numbers
  • Total Assets Under Management
    334
    MILLION
  • Total Number of Accounts
    790
    ACCOUNTS
  • Average Account Value
    $423,210
Compensation Options
  • A percentage of assets under your management
  • 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
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 - 3 of 3 top financial advisors.
1
Tracey M. Daigle
CRD#: 6706521
2 Monument Square, Suite 501, Portland, ME 04101

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.

2
David M. Smith
CRD#: 2206751
One Harbor Place, Suite 12, Portsmouth, NH 03801

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.

3
Donovan A. Ingle
CRD#: 6987441
One Harbour Place, Suite 12, Portsmouth, NH 03801

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.

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