Gerrit Paul Petersons

Employer firm

Robinson Smith Wealth Advisors, LLC CRD 123098

$445M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2019 → 10/2021
  Broad Cove Capital
  Cumberland Foreside, ME
• 03/2019 → 08/2019
  Cribstone Capital Management
  Cumberland, ME
• 01/2016 → 02/2019
  Adp
  El Paso, TX
• 10/2021 → 07/2022
  Marble Trail Advisors
  Cumberland Foreside, ME
• 07/2022 → Present
  Robinson Smith Wealth Advisors, Llc
  Portland, ME

Previous Registrations

• 2021-10-28 → 2022-06-13
  Marble Trail Advisors
  Middlebury, VT
  Cumberland Foreside, ME
• 2021-04-05 → 2021-11-08
  Broad Cove Capital
  Cumberland Foreside, ME

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-14

Designations

• Certified Financial Planner

Other Names

• Gerrit Petersons