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Robert Frank Mewshaw

VSM WEALTH ADVISORY, LLC·HUNT VALLEY, Maryland
Series 3, Series 7, Series 8, Series 24, Series 63, Series 65Clean record34 years registeredVSM 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 · 34 years registered
Brand Profile
Not yet started
01

Career History

VSM WEALTH ADVISORY, LLC
Jun 2021 – present
VANSANT MEWSHAW
Jul 1992 – Jul 2021
LUTHERVILLE, MD
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 7
Series 8
Series 24
Series 63
Series 65
Registration record
First registered · July 13, 1992
Years registered · 34
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VSM WEALTH ADVISORY, LLC
CRD 313717 · SEC 801-121412
AUM
$498M
Regulatory assets under management
Employees
6
564 client accounts
Services offered by VSM WEALTH ADVISORY, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VSM WEALTH ADVISORY, LLC →
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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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