Gerrit Petersons has held the title Member at Robinson Smith Wealth Advisors since January 2026, is a control person of the firm and directly owns between 5% and 10% of it. Gerrit Petersons holds a Bachelor's degree in economics from Western New England University and a Master's degree in Finance from Southern New Hampshire University.
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.
Gerrit Petersons is Financial Advisor with Robinson Smith Wealth Advisors, LLC, and has over 13 years of professional experience. He began his career at Prime Buchholz and Associates, a financial consultant in Portsmouth, NH, advising endowments and foundations. Before joining the firm he worked at a registered investment advisor in Cumberland, ME.
Gerrit Petersons’ longest registration is the current one, 4 years at Robinson Smith Wealth Advisors since 2022. Before joining Robinson Smith Wealth Advisors in 2022, Gerrit Petersons was registered through Marble Trail Advisors and Broad Cove Capital.
- – present · 4 yearsSouth Portland, ME · Adviser representative · Firm CRD 123098
- Marble Trail Advisors– · under a yearCumberland Foreside, ME · Adviser representative · Firm CRD 154744
- Broad Cove Capital– · under a yearCumberland Foreside, ME · Adviser representative · Firm CRD 305393
Professional designations
Listed by Robinson Smith Wealth Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Gerrit Petersons is registered as an investment adviser representative in Maine, since August 2022.
- MaineSince 16 August 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 November 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Gerrit Paul Petersons
- CRD
- 7163647
- Firm
- Robinson Smith Wealth Advisors · CRD 123098
- Role
- Member
- Office
- 82 RUNNING HILL ROAD, SUITE 205, South Portland, ME 04106
- Registration
- Investment adviser registration
- In the industry since
- June 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- robinsonsmithwealth.com
Where does Gerrit Petersons work?
Gerrit Petersons has held the title Member at Robinson Smith Wealth Advisors, LLC since January 2026, and is a control person of the firm.
Is Gerrit Petersons a financial advisor?
Yes. Gerrit Petersons has a current investment-adviser registration in Maine, through Robinson Smith Wealth Advisors since August 2022.
How many years of experience does Gerrit Petersons have?
Gerrit Petersons has 5 years in the financial industry, since June 2021, across 3 adviser firms.
What exams has Gerrit Petersons passed?
Gerrit Petersons passed the Series 65 in November 2019.
Where did Gerrit Petersons work before Robinson Smith Wealth Advisors?
Before Robinson Smith Wealth Advisors, Gerrit Petersons was registered through Marble Trail Advisors, October 2021 to June 2022; Broad Cove Capital, April 2021 to November 2021.
Where is Gerrit Petersons based?
Gerrit Petersons’ registered office is in South Portland, ME.
Is Gerrit Petersons registered with FINRA?
No. Gerrit Petersons has no current broker registration.
Is Gerrit Petersons a CFP?
Robinson Smith Wealth Advisors lists Gerrit Petersons with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Gerrit Petersons’ record?
Search CRD 7163647 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gerrit Petersons’ full registration record.
