Unclaimed Profile

David Michael Smith

ROBINSON SMITH WEALTH ADVISORS, LLC·SOUTH PORTLAND, Maine

Series 6, Series 7, Series 24, Series 63, Series 65Clean record21 years registeredROBINSON SMITH WEALTH ADVISORS, LLC

82 RUNNING HILL ROAD, SOUTH PORTLAND, ME 04106CRD# 2206751Firm CRD# 123098

Profile Verification

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

Identity

David Michael Smith · SOUTH PORTLAND, ME

Registration

CRD #2206751 · ROBINSON SMITH WEALTH ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

ROBINSON SMITH WEALTH ADVISORS, LLC

Mar 2013 – present

BLACKROCK FINANCIAL MANAGEMENT, INC

Jun 2006 – Jan 2013

KENSINGTON, NH

BLACKROCK CAPITAL MANAGEMENT, INC.

Oct 2004 – Jun 2006

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 5, 2004

Years registered · 21

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 Michael Smith offer?

David Michael Smith specializes in Financial Planning, Investment Management. Contact their office in SOUTH PORTLAND, Maine for a consultation.

What are David Michael Smith's credentials?

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

Where is David Michael Smith located?

David Michael Smith is based in SOUTH PORTLAND, Maine, working with ROBINSON SMITH WEALTH ADVISORS, LLC. Their office serves clients in the SOUTH PORTLAND metropolitan area and surrounding communities.

How does David Michael Smith charge for services?

David Michael Smith'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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