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Tracey Meyers Daigle

ROBINSON SMITH WEALTH ADVISORS, LLC·SOUTH PORTLAND, Maine
Clean recordROBINSON SMITH WEALTH ADVISORS, LLC
82 RUNNING HILL ROAD, SOUTH PORTLAND, ME 04106CRD# 6706521Firm CRD# 123098

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tracey Meyers Daigle · SOUTH PORTLAND, ME
Registration
CRD #6706521 · ROBINSON SMITH WEALTH ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Tracey Meyers Daigle is a registered financial advisor based in SOUTH 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
Introduction

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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# 6706521
Firm CRD# 123098
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Tracey Meyers Daigle offer?
Tracey Meyers Daigle specializes in Financial Planning, Investment Management. Contact their office in SOUTH PORTLAND, Maine for a consultation.
What are Tracey Meyers Daigle's credentials?
Tracey Meyers Daigle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tracey Meyers Daigle located?
Tracey Meyers Daigle 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 Tracey Meyers Daigle charge for services?
Tracey Meyers Daigle'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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Other Advisors at ROBINSON SMITH WEALTH ADVISORS, LLC

David Michael Smith
SOUTH PORTLAND, ME
David Preston Robinson
PORTLAND, ME

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Nearby cities in Maine
PORTLAND (131)BANGOR (22)BRUNSWICK (17)FALMOUTH (6)BAR HARBOR (6)WATERVILLE (3)NEW GLOUCESTER (3)FARMINGDALE (2)AUGUSTA (2)CAPE ELIZABETH (2)
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Research
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