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Robert Frank Mewshaw

VSM WEALTH ADVISORY, LLC·HUNT VALLEY, Maryland
Clean recordVSM WEALTH ADVISORY, LLC
11350 MCCORMICK ROAD, HUNT VALLEY, MD 21031CRD# 730441Firm CRD# 313717

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Frank Mewshaw · HUNT VALLEY, MD
Registration
CRD #730441 · VSM WEALTH ADVISORY, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Frank Mewshaw is a registered financial advisor based in HUNT VALLEY, Maryland, affiliated with VSM WEALTH ADVISORY, 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
VSM WEALTH ADVISORY, LLC
VSM WEALTH ADVISORY, LLC
AUM
$498M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at VSM WEALTH ADVISORY, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 730441
Firm CRD# 313717
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Frank Mewshaw offer?
Robert Frank Mewshaw specializes in Financial Planning, Investment Management. Contact their office in HUNT VALLEY, Maryland for a consultation.
What are Robert Frank Mewshaw's credentials?
Robert Frank Mewshaw is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Frank Mewshaw located?
Robert Frank Mewshaw is based in HUNT VALLEY, Maryland, working with VSM WEALTH ADVISORY, LLC. Their office serves clients in the HUNT VALLEY metropolitan area and surrounding communities.
How does Robert Frank Mewshaw charge for services?
Robert Frank Mewshaw's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VSM WEALTH ADVISORY, LLC?
VSM WEALTH ADVISORY, LLC has approximately 6 employees and manages $498M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Fred C Hill
HUNT VALLEY, MD

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