Unclaimed Profile

David Preston Robinson

ROBINSON SMITH WEALTH ADVISORS, LLC·PORTLAND, Maine

Series 6, Series 7, Series 26, Series 63Clean record22 years registeredROBINSON SMITH WEALTH ADVISORS, LLC

2 MONUMENT SQUARE, PORTLAND, ME 04101CRD# 1945375Firm CRD# 123098

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Preston Robinson · PORTLAND, ME

Registration

CRD #1945375 · ROBINSON SMITH WEALTH ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ROBINSON SMITH WEALTH ADVISORS, LLC

ROBINSON SMITH WEALTH ADVISORS, LLC

Feb 2004 – Jan 2023

PORTLAND, ME

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 26

Series 63

Registration record

First registered · February 10, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ROBINSON SMITH WEALTH ADVISORS, LLC

CRD 123098 · SEC 801-63290

AUM

$334M

Regulatory assets under management

Employees

790 client accounts

Services offered by ROBINSON SMITH WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ROBINSON SMITH WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does David Preston Robinson offer?

David Preston Robinson specializes in Financial Planning, Investment Management.

What are David Preston Robinson's credentials?

David Preston Robinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Preston Robinson located?

David Preston Robinson is based in PORTLAND, Maine, last registered with ROBINSON SMITH WEALTH ADVISORS, LLC.

How does David Preston Robinson charge for services?

David Preston Robinson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROBINSON SMITH WEALTH ADVISORS, LLC?

ROBINSON SMITH WEALTH ADVISORS, LLC has approximately 7 employees and manages $334M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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