David
Smith
Robinson Smith Wealth Advisors, LLC
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About this Advisor
David Smith is a certified financial planner based in Portsmouth, New Hampshire who has 10 years of industry experience. Smith is an employee of Robinson Smith Wealth Advisors, LLC. They have spent their complete employment at Robinson Smith Wealth Advisors, Llc. Smith has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Maine and New Hampshire. Robinson Smith Wealth Advisors, LLC is a firm headquartered in Portland, ME. The firm has a total of seven people on staff. It oversees $289 million in assets under management across its 782 client accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 782 client accounts, 56% belong to high-net-worth investors who have at least $1 million in assets. The company offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules typically vary depending on which services the firm provides the client. Fees charged by Robinson Smith Wealth Advisors, LLC can be comprised of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Robinson Smith Wealth Advisors, LLC Brokerage Details
$288,544,299
7
782
$368,982
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
David Smith Work History
David has been registered as a financial advisor for 10 years.*
Robinson Smith Wealth Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Robinson Smith Wealth Advisors, LLC
Portsmouth, NH
Portland, ME
Portland, ME
Portland, ME
Portsmouth, NH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
