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Tracey Meyers Daigle

Robinson Smith Wealth Advisors, LLC

South Portland, ME

CRD 6706521

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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 2016-10-11
  • ME RA
    APPROVED
    Since 2016-10-11

Branch Locations

82 Running Hill Road Suite 205, South Portland, ME 04106 • 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 09/2016
Robinson Smith Wealth Advisors, Llc Portland ME 09/2016 Present
Designations
  • Certified Financial Planner
Other Names
  • Tracey A Meyers
  • Tracey M Daigle

View on SEC IAPD

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