Donovan
Ingle

Robinson Smith Wealth Advisors, LLC

CRD#6987441
Investment Advisor
in Portsmouth, NH

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About this Advisor

Donovan Ingle is a financial advisor based in Portsmouth, New Hampshire, working with Robinson Smith Wealth Advisors, LLC. Donovan has previously held positions at Tell City School District, Jfk Pool, Potato Steakhouse, German American Bank, University Of Louisville, Axa-Advisors LLC, Equitable Advisors, LLC, and Robinson Smith Wealth Advisors LLC. Donovan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maine and New Hampshire. Currently, Donovan is part of Robinson Smith Wealth Advisors, LLC, which operates out of Portsmouth, New Hampshire. The firm has 1 office and 7 employees. The firm manages assets totaling $334.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Robinson Smith Wealth Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

One Harbour Place Suite 12
Portsmouth, NH 03801

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Robinson Smith Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$334,336,216

NH Average: $618,328,769
Total Number of Employees

7

NH Average: 10
Total Number of Accounts

790

NH Average: 975
Average Account Size

$423,210

NH Average: $634,183

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Donovan Ingle Work History

2020 - Present (4 years)

Robinson Smith Wealth Advisors LLC

2018 - 2020 (2 years)

Axa-Advisors LLC

2018 - 2020 (2 years)

Equitable Advisors, LLC

2015 - 2018 (3 years)

German American Bank

2015 - 2018 (3 years)

University Of Louisville

2013 - 2015 (2 years)

Potato Steakhouse

2012 - 2014 (2 years)

Jfk Pool

2002 - 2015 (13 years)

Tell City School District

Disclosures

Please visit the SEC profile of Donovan Ingle 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

David Smith
Portsmouth, NH
Tracey Daigle
Portland, ME
Gerrit Petersons
Portland, ME
Donovan Ingle
Portsmouth, NH

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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