ROBINSON SMITH WEALTH ADVISORS, LLC of SOUTH PORTLAND, ME is an SEC-registered investment adviser (CRD 123098). Regulatory assets under management: $444.9M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| David Michael Smith | MANAGER | — |
| Tracey Meyers Daigle | MANAGER AND CCO | — |
| Donovan Allen Ingle | MEMBER | — |
| SMITH MATTHEW MICHAEL | MANAGER; MANAGING MEMBER | — |
| ROBINSON DAVID PRESTON | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; OWNER AND CHIEF COMPLIANCE OFFICER (+3 more) | — |
| DAIGLE TRACEY MEYERS | CHIEF COMPLIANCE OFFICER; MANAGER AND CCO; MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| DAIGLE TRACEY M | CHIEF COMPLIANCE OFFICER | — |