Tracey M. Daigle
ROBINSON SMITH WEALTH ADVISORS
SOUTH PORTLAND, ME 04106
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CRD#: 6706521
Professional summary
Tracey Meyers Daigle, CFP®, CPWA®, who also goes by Tracey M Daigle, Tracey A Meyers, is a registered financial advisor currently at ROBINSON SMITH WEALTH ADVISORS, LLC located in South Portland, Maine.
Tracey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Tracey has worked at 1 firm .
Biography
I am a Financial Advisor and member of Robinson Smith Wealth Advisors, LLC. I also serve as the firm’s Chief Compliance Officer and Service and Operations Manager. I have 20 years of professional experience including office management and business ownership. I have worked for over 8 years in the financial service industry and an additional 6 years in the banking industry. I earned a bachelor’s degree in history from the University of Southern Maine I hold the Certified Financial Planner™ and Investment Advisor Certified Compliance Professional® designations.
My husband, Fred, and I make our home in Gorham, ME and we are the proud parents of Bailey, who just graduated from the University of Richmond, and Bridget, who is a sophomore at Franklin and Marshall College. After spending the last 20 years devoted to my children and their hobbies, I’m appreciating re-exploring some of my old hobbies such as travel, gardening, and photography.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Education Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Charitable Giving
High Net Worth Client Needs
Investment Advice with Ongoing...
LGBT Couples and Families
Retirement Planning & Distribu...
Women's Financial Planning Iss...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Tracey M Daigle | Tracey A Meyers
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Tracey Meyers Daigle's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2016
CPWA®
Start date: 2020-10-26
Expire date: 2024-09-30
Experience
Current
September 29, 2016 - Present
ROBINSON SMITH WEALTH ADVISORS, LLC
Office #1: 82 Running Hill Road Suite 205, South Portland, ME 04106RIA
CRD#: 123098
SOUTH PORTLAND, ME
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ROBINSON SMITH WEALTH ADVISORS, LLC
DAVID PRESTON ROBINSON D/B/A ROBINSON FINANCIAL ASSOCIATES | ROBINSON, DAVID PRESTON | ROBINSON SMITH WEALTH ADVISORS, LLC | ROBINSON FINANCIAL ASSOCIATES, LLC | ROBINSON FINANCIAL ASSOCIATES
CRD#: 123098 / SEC#: 801-63290
RIA
Registered Investment Advisory firm - (7/12/2004 Approved)Maine
Registered Investment Advisory firm - (8/31/2004 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Maine(10/11/2016)
Exams
Current Firm
ROBINSON SMITH WEALTH ADVISORS, LLC
DAVID PRESTON ROBINSON D/B/A ROBINSON FINANCIAL ASSOCIATES | ROBINSON, DAVID PRESTON | ROBINSON SMITH WEALTH ADVISORS, LLC | ROBINSON FINANCIAL ASSOCIATES, LLC | ROBINSON FINANCIAL ASSOCIATES
CRD#: 123098 / SEC#: 801-63290
RIA
Registered Investment Advisory firm - (7/12/2004 Approved)Maine
Registered Investment Advisory firm - (8/31/2004 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
82 Running Hill Road Suite 205, South Portland, ME 04106
Mailing Address
Phone number
(207) 874-9840
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 865 |
| AUM (Assets Under Management) | $ 403,188,096 |
Red Flags
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Company Information
ROBINSON SMITH WEALTH ADVISORS, LLC
CRD#: 123098South Portland, ME 04106TRUST BUT VERIFY
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Contact information
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