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David Preston Robinson

ROBINSON SMITH WEALTH ADVISORS, LLC·PORTLAND, Maine
Unclaimed Profile
2 MONUMENT SQUARE, PORTLAND, ME 04101CRD# 1945375Firm CRD# 123098
01

About

David Preston Robinson is a registered financial advisor based in PORTLAND, Maine, affiliated with ROBINSON SMITH WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ROBINSON SMITH WEALTH ADVISORS, LLC
ROBINSON SMITH WEALTH ADVISORS, LLC
AUM
$334M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at ROBINSON SMITH WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1945375
Firm CRD# 123098
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Preston Robinson offer?
David Preston Robinson specializes in Financial Planning, Investment Management. Contact their office in PORTLAND, Maine for a consultation.
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, working with ROBINSON SMITH WEALTH ADVISORS, LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
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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Nearby cities in Maine
BANGOR (22)BRUNSWICK (17)BAR HARBOR (6)FALMOUTH (6)SOUTH PORTLAND (5)
City Guides
BANGOR GuideBRUNSWICK GuideBAR HARBOR GuideFALMOUTH GuideSOUTH PORTLAND Guide
Research
Advisor Fees in MaineNational Fee Analysis
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