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Tracey Meyers Daigle

ROBINSON SMITH WEALTH ADVISORS, LLC·SOUTH PORTLAND, Maine
Clean record9 years registeredROBINSON 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 · 9 years registered
Brand Profile
Not yet started
01

Career History

ROBINSON SMITH WEALTH ADVISORS, LLC
Sep 2016 – present
02

Registrations & Exams

Registration record
First registered · September 29, 2016
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ROBINSON SMITH WEALTH ADVISORS, LLC
CRD 123098 · SEC 801-63290
AUM
$334M
Regulatory assets under management
Employees
7
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 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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Research
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