Robert Lohring Smee

Employer firm

Private Advisor Group, LLC CRD 155216

$44.3B regulatory AUM 1,033 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 12/2006 → Present
  Lpl Financial Llc
  Willow Grove, PA
• 05/2010 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Previous Registrations

• 2003-06-30 → 2006-12-18
  Ameriprise Advisor Services, Inc.
  Jenkintown, PA
  Jenkintown, PA
• 2003-03-12 → 2003-07-10
  Choreo, Llc
  Jenkintown , PA

Other Businesses

1. 11/28/2006 - NON-VARIABLE INSURANCE - INV REL - 10% TIME SPENT - SELLING SOME FIXED ANNUITIES, LIFE INSURANCE, LONG TERM CARE AND DISABILITY COVERAGE. TERM INSURANCE, WHOLE LIFE, UNIVERSAL LIFE. 2. 06/08/2010 - BRANDYWINE FINANCIAL MANAGEMENT - TAX PREP / ACCOUNTING / BOOKKEEPING - THE FIRM DOES TAX PREPERATION - 3% OF TIME SPENT 3. 12/03/2013 - BRANDYWINE WEALTH MANAGEMENT LLC - TAX PREP / ACCOUNTING / BOOKKEEPING - PREPARATION OF TAX RETURNS - 5% OF TIME SPENT 4. 12/03/2013 - NON-VARIABLE INSURANCE DBA - BRANDYWINE WEALTH MANAGEMENT LLC - SALES OF INSURANCE AND FIXED ANNUITIES BOTH NEW SALES AND RENEWALS. - 5% OF TIME SPENT - WILLOW GROVE, PA 5. 06/17/2014 - R&D PHOTOGRAPHY - NOT INV REL - 123 LEVERINGTON AVE, PHILADELPHIA PA 19127 - START 07/21/2014 - TIME SPENT 10 HOURS PER MONTH - WILLOW GROVE, PA. 6. 6/23/2017 - Brandywine Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 06/26/2017 - 160 Hours Per Month/130 Hours During Securities Trading. 7. 2/14/2020 - No Business Name - Not Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Started 02/01/2019 - 1 Hour Per Month During Securities Trading - Referring for tax preparation services to Monarch Taxes LLC. 8. 08/19/2022 - BRANDYWINE WEALTH HOLDINGS, LLC - Not Investment Related - 2300 Computer Ave. Suite G-35 Willow Grove, PA 19090 - Business Entity For Tax/Investment Purposes Only - Start Date - 07/31/2022 - 5 Hours Per Month/5 Hours During Securities Trading. 9. 12/08/2025 - Private Advisor Group, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 06/02/2025 - 160 hours per month/ during trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 06/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 10. 12/08/2025 - Brandywine Wealth Management - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 06/02/2025 - 160 hours per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-12-22
• S63 Uniform Securities Agent State Law Examination
  1983-11-30

Other Names

• Robert L Smee