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David Michael Smith

Robinson Smith Wealth Advisors, LLC

Portsmouth, NH

CRD 2206751

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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:

Current Employers
Robinson Smith Wealth Advisors, Llc

82 Running Hill Road Suite 205, South Portland, ME 04106 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2013-03-11
NH RA APPROVED 2013-03-05
  • ME RA
    APPROVED
    Since 2013-03-11
  • NH RA
    APPROVED
    Since 2013-03-05

Branch Locations

One Harbor Place Suite 12, Portsmouth, NH 03801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Robinson Smith Wealth Advisors, Llc Portland ME 02/2013 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-01-05
S63 Uniform Securities Agent State Law Examination 1992-03-19
  • S65 Uniform Investment Adviser Law Examination
    2001-01-05
  • S63 Uniform Securities Agent State Law Examination
    1992-03-19
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

TODD MICHAEL CESCA
Renee Elizabeth Hickey
KAREN LEE ZARAMBA

Nearby Offices

CHARTER OAK CAPITAL MANAGEMENT · PORTSMOUTH, NH
NVEST FINANCIAL, LLC · PORTSMOUTH, NH
DAVID WENDELL ASSOCIATES, INC. · PORTSMOUTH, NH

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