Robert F. Mewshaw

VSM WEALTH ADVISORY

Hunt Valley, MD 21031

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CRD#: 730441

Professional summary

Robert Frank Mewshaw is a registered financial advisor currently at VSM WEALTH ADVISORY, LLC located in Hunt Valley, Maryland.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Robert has worked at 6 firms and has passed the Series 65, Series 63, Series 3, Series 7, Series 24 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Frank Mewshaw's CRS (Customer Relationship Summary).

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®

None

Experience

Current

June 16, 2021 - Present

VSM WEALTH ADVISORY, LLC

Office #1: 11350 Mccormick Road Executive Plaza I, Suite 300, Hunt Valley, MD 21031

RIA

CRD#: 313717

Hunt Valley, MD

Past

September 30, 1993 - November 26, 2002

VAN SANT AND MEWSHAW SECURITIES, INC.

CRD#: 33886

LUTHERVILLE, MD

Past

July 13, 1992 - July 20, 2021

VANSANT MEWSHAW

RIA

CRD#: 106858

LUTHERVILLE, MD

Past

July 21, 1989 - August 13, 1992

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

March 7, 1984 - August 2, 1989

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

May 18, 1981 - March 2, 1984

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

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".

VSM WEALTH ADVISORY, LLC

CRD#: 313717 / SEC#: 801-121412

RIA

Registered Investment Advisory firm - (5/6/2021 Approved)

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

Maryland
(6/16/2021)

IAR

Texas
(6/16/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/20/1991

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/22/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 12/13/1989

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 5/16/1981

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/30/1992

General Securities Principal Examination

Principal/Supervisory Exam

Series 8

Date: 9/21/1987

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

VSM WEALTH ADVISORY, LLC

CRD#: 313717 / SEC#: 801-121412

RIA

Registered Investment Advisory firm - (5/6/2021 Approved)

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Contact information

Main Address

11350 Mccormick Road Executive Plaza I, Suite 300, Hunt Valley, MD 21031

Mailing Address

Phone number

(410) 825-8844

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VSM WEALTH ADVISORY BROCHURE 03272025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	624
AUM (Assets Under Management)	$ 587,052,382

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Robert F. Mewshaw

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Frank Mewshaw's CRS (Customer Relationship Summary).

Certified licenses

Experience

VAN SANT AND MEWSHAW SECURITIES, INC.

VANSANT MEWSHAW

UBS FINANCIAL SERVICES INC.

CITIGROUP GLOBAL MARKETS INC.

LEGG MASON WOOD WALKER, INCORPORATED

Primary Firm SEC Registration

VSM WEALTH ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/20/1991

Series 63

Date: 5/22/1984

Series 3

Date: 12/13/1989

Series 7

Date: 5/16/1981

Series 24

Date: 11/30/1992

Series 8

Date: 9/21/1987

Current Firm

VSM WEALTH ADVISORY, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VSM WEALTH ADVISORY, LLC

TRUST BUT VERIFY

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