David Smith has been Manager of Robinson Smith Wealth Advisors since February 2013, is a control person of the firm and directly owns 75% or more of it. David Smith holds a Bachelor's degree in psychology from the University of Cincinnati.
Robinson Smith Wealth Advisors, LLC is a South Portland, ME firm with $445M under management, 232 clients and 5 advisers across 2 offices, as of its August 2026 filing.
David Smith is Senior Financial Advisor, Chief Investment Officer and Manager of Robinson Smith Wealth Advisors, LLC. He has more than 30 years of experience in the financial services industry. Before joining the firm he was Managing Director at BlackRock, and earlier worked with investment advisors and high net worth individuals at Fidelity Investments.
David Smith’s longest registration is the current one, 13 years at Robinson Smith Wealth Advisors since 2013. Before joining Robinson Smith Wealth Advisors in 2013, David Smith was registered through BlackRock Financial Management, Inc and BlackRock Capital Management, Inc.
- – present · 13 yearsPortsmouth, NH · Adviser representative · Firm CRD 123098
- BlackRock Financial Management, Inc– · 6 yearsKensington, NH · Adviser representative · Firm CRD 107105
- BlackRock Capital Management, Inc.– · 1 yearNew York, NY · Adviser representative · Firm CRD 108069
Professional designations
Listed by Robinson Smith Wealth Advisors
- Certified Investment Management Analyst™ (CIMA®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Private Wealth Advisor® (CPWA®)
Investment adviser representative registrations
David Smith is registered as an investment adviser representative in 2 states. Each was approved in March 2013.
- MaineSince 11 March 2013
- New HampshireSince 5 March 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 22 March 2007 |
| Series 65 | Uniform Investment Adviser Law Examination | 5 January 2001 |
| Series 7 | General Securities Representative Examination | 26 April 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 March 1992 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 28 February 1992 |
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- David Michael Smith
- CRD
- 2206751
- Firm
- Robinson Smith Wealth Advisors · CRD 123098
- Role
- Manager
- Office
- ONE HARBOR PLACE, SUITE 12, Portsmouth, NH 03801
- Registration
- Investment adviser registration
- In the industry since
- December 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- robinsonsmithwealth.com
Where does David Smith work?
David Smith has been Manager of Robinson Smith Wealth Advisors, LLC since February 2013, and is a control person of the firm.
Is David Smith a financial advisor?
Yes. David Smith has a current investment-adviser registration in Maine and New Hampshire, through Robinson Smith Wealth Advisors since March 2013.
How many years of experience does David Smith have?
David Smith has 21 years in the financial industry, since December 2004, across 3 adviser firms.
What exams has David Smith passed?
David Smith has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 65 and Series 24. The earliest, the Series 6, was passed in February 1992.
Where did David Smith work before Robinson Smith Wealth Advisors?
Before Robinson Smith Wealth Advisors, David Smith was registered through BlackRock Financial Management, Inc, June 2006 to January 2013; BlackRock Capital Management, Inc., October 2004 to June 2006.
Where is David Smith based?
David Smith’s registered office is in Portsmouth, NH.
Is David Smith registered with FINRA?
No. David Smith has no current broker registration.
Is David Smith a CFP?
Robinson Smith Wealth Advisors lists David Smith with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify David Smith’s record?
Search CRD 2206751 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Smith’s full registration record.
