Reid Vaile Smith

Employer firm

David Wendell Associates, Inc. CRD 106664

$1.33B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 05/2016 → Present
  R.M. Davis, Inc.
  Portland, ME

Previous Registrations

• 2016-05-10 → 2023-08-31
  R M Davis Inc
  Portland, ME
• 2007-03-20 → 2016-04-29
  David Wendell Associates, Inc.
  Portsmouth, NH

Other Businesses

DIRECTOR, BORDEN MINING CO. 300 ARMSTRONG AVENUE FROSTBURG, MD 21532 (301) 689-8180. THE BUSINESS IS NOT INVESTMENT RELATED. BUSINESS LEASES LAND AND COLLECTS MINING ROYALTIES IN WESTERN MARYLAND. BUSINESS ALSO OWNS A $30 MILLION INVESTMENT PORTFOLIO.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-05-10
• S63 Uniform Securities Agent State Law Examination
  1991-03-08

Designations

• Chartered Financial Analyst