ROBINSON SMITH WEALTH ADVISORS, LLC

SOUTH PORTLAND, Maine·3 registered advisors·CRD# 123098
SEC# 801-632901207-874-9840
01

Firm Overview

AUM
$334M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ROBINSON SMITH WEALTH ADVISORS, LLC

3 registered advisors
David Michael Smith
SOUTH PORTLAND, Maine
David Preston Robinson
PORTLAND, Maine
Tracey Meyers Daigle
SOUTH PORTLAND, Maine
05

Office Locations

SOUTH PORTLAND, Maine
2 advisors
PORTLAND, Maine
1 advisor

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Data sourced from SEC Form ADV filings. ROBINSON SMITH WEALTH ADVISORS, LLC (CRD# 123098) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.