Wesley McNeillie has been an investment adviser representative at Robinson Smith Wealth Advisors since August 2024, and is not listed among the firm’s executive officers or direct owners. Wesley McNeillie holds a Bachelor of science in business administration from the University of TN, Knoxville and a Master of business administration from the University of TN, Chattanooga.
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.
Wes McNeillie is Financial Advisor with Robinson Smith Wealth Advisors, LLC. He has 8 years of experience in the financial services industry in roles including portfolio management, operations and financial planning, and has worked as a financial planner for the last 4 years. Before joining the firm he worked for an investment advisor outside of Knoxville, TN.
Wesley McNeillie’s longest registration was 2 years at Prudent Street Financial Advisors, LLC (2019–2021). Before joining Robinson Smith Wealth Advisors in 2024, Wesley McNeillie was registered through Leconte Wealth Management, LLC and Southwestern Investment Advisory Services, Inc.
- – present · 2 yearsSouth Portland, ME · Adviser representative · Firm CRD 123098
- Leconte Wealth Management, LLC– · 2 yearsMaryville, TN · Adviser representative · Firm CRD 168539
- Southwestern Investment Advisory Services, Inc.– · under a yearFranklin, TN · Adviser representative · Firm CRD 283515
- Prudent Street Financial Advisors, LLC– · 2 yearsBrentwood, TN · Adviser representative · Firm CRD 160436
Professional designations
Listed by Robinson Smith Wealth Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Wesley McNeillie is registered as an investment adviser representative in Maine, since August 2024.
- MaineSince 7 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 19 November 2021 |
| Series 7TO | General Securities Representative Examination | 15 October 2021 |
| SIE | Securities Industry Essentials Examination | 10 September 2021 |
| Series 65 | Uniform Investment Adviser Law Examination | 15 April 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Wesley Howard McNeillie
- CRD
- 6569011
- Firm
- Robinson Smith Wealth Advisors · CRD 123098
- Office
- 82 RUNNING HILL ROAD, SUITE 205, South Portland, ME 04106
- Registration
- Investment adviser registration
- In the industry since
- October 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- robinsonsmithwealth.com
Where does Wesley McNeillie work?
Wesley McNeillie is an investment adviser representative registered through Robinson Smith Wealth Advisors, LLC since August 2024, and is not listed among the firm’s executive officers or direct owners.
Is Wesley McNeillie a financial advisor?
Yes. Wesley McNeillie has a current investment-adviser registration in Maine, through Robinson Smith Wealth Advisors since August 2024.
How many years of experience does Wesley McNeillie have?
Wesley McNeillie has 7 years in the financial industry, since October 2019, across 4 adviser firms.
What exams has Wesley McNeillie passed?
Wesley McNeillie has passed 4 licensing exams: the Series 65, SIE, Series 7TO and Series 66. The earliest, the Series 65, was passed in April 2019.
Where did Wesley McNeillie work before Robinson Smith Wealth Advisors?
Before Robinson Smith Wealth Advisors, Wesley McNeillie was registered through Leconte Wealth Management, LLC, January 2022 to April 2024; Southwestern Investment Advisory Services, Inc., September 2021 to April 2022; Prudent Street Financial Advisors, LLC, April 2019 to July 2021.
Where is Wesley McNeillie based?
Wesley McNeillie’s registered office is in South Portland, ME.
Is Wesley McNeillie registered with FINRA?
No. Wesley McNeillie has no current broker registration.
Is Wesley McNeillie a CFP?
Robinson Smith Wealth Advisors lists Wesley McNeillie with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Wesley McNeillie’s record?
Search CRD 6569011 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Wesley McNeillie’s full registration record.
