Tracey Daigle has been Manager and CCO of Robinson Smith Wealth Advisors since January 2017, is a control person of the firm and directly owns between 10% and 25% of it. Tracey Daigle holds a Bachelor's degree in history from the University of Southern Maine.
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.
Tracey Daigle is Senior Financial Advisor, Chief Compliance Officer and Manager of Robinson Smith Wealth Advisors, LLC. She has worked for over 15 years in the financial services industry and an additional six years in the banking industry. Her 30+ years of professional experience include office management and business ownership.
- – present · 10 yearsSouth Portland, ME · Adviser representative · Firm CRD 123098
Professional designations
Listed by Robinson Smith Wealth Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Private Wealth Advisor® (CPWA®)
Investment adviser representative registrations
Tracey Daigle is registered as an investment adviser representative in Maine, since October 2016.
- MaineSince 11 October 2016
Examinations
No examinations are on Tracey Daigle’s record.
- Full name
- Tracey Meyers Daigle
- CRD
- 6706521
- Firm
- Robinson Smith Wealth Advisors · CRD 123098
- Role
- Manager and CCO
- Office
- 82 RUNNING HILL ROAD, SUITE 205, South Portland, ME 04106
- Registration
- Investment adviser registration
- In the industry since
- September 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- robinsonsmithwealth.com
Where does Tracey Daigle work?
Tracey Daigle has been Manager and CCO of Robinson Smith Wealth Advisors, LLC since January 2017, and is a control person of the firm.
Is Tracey Daigle a financial advisor?
Yes. Tracey Daigle has a current investment-adviser registration in Maine, through Robinson Smith Wealth Advisors since September 2016.
How many years of experience does Tracey Daigle have?
Tracey Daigle has 10 years in the financial industry, since September 2016, across 1 adviser firm.
Where is Tracey Daigle based?
Tracey Daigle’s registered office is in South Portland, ME.
Is Tracey Daigle registered with FINRA?
No. Tracey Daigle has no current broker registration.
Is Tracey Daigle a CFP?
Robinson Smith Wealth Advisors lists Tracey Daigle with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Tracey Daigle’s record?
Search CRD 6706521 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tracey Daigle’s full registration record.
