Edward G Smith

Employer firm

R M Davis Inc CRD 105448

$8.15B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 09/2015 → 12/2018
  Eaton Vance Distributors, Inc.
  Boston, MA
• 09/2015 → 12/2018
  Eaton Vance Management
  Boston, MA
• 01/2019 → 05/2020
  The Colony Group
  Boston, MA
• 06/2020 → 11/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 11/2020 → 11/2021
  Bank Of America, N.A.
  Boston, MA
• 11/2021 → 09/2023
  Morgan Stanley Smith Barney Llc
  Middleton, MA
• 01/2024 → Present
  R.M. Davis, Inc.
  Portland, ME
• 09/2023 → 01/2024
  Unemployed
  Biddeford, ME

Previous Registrations

• 2021-11-16 → 2023-10-03
  Morgan Stanley
  Middleton, MA
  Portland, ME
• 2020-07-20 → 2021-11-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 2016-04-26 → 2018-12-10
  Eaton Vance Management
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2016-04-13

Designations

• Certified Financial Planner

Other Names

• Teddy Graham Smith
• Edward Graham Smith