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Robert Lee Smith

Edward Jones

Glenburn, ME

Oakland, ME

CRD 6834448

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-12-22
ME RA APPROVED 2017-10-23
  • TX RA
    APPROVED_RES
    Since 2021-12-22
  • ME RA
    APPROVED
    Since 2017-10-23

Branch Locations

Glenburn, ME • United States

54 Main St Ste 1, Oakland, ME 04963 • 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
Edward Jones St Louis MO 08/2017 Present
Btg Depere WI 04/2016 08/2017
  • 08/2017 → Present
    Edward Jones
    St Louis, MO
  • 04/2016 → 08/2017
    Btg
    Depere, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-29
  • S66 Uniform Combined State Law Examination
    2017-09-29
Other Names
  • Rob Smith

View on SEC IAPD

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