Robert F. Boulton

SMITH SALLEY WEALTH MANAGEMENT

Greensboro, NC 27408

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CRD#: 7942979

Professional summary

Robert Forest Boulton, who also goes by Robbie Forest Boulton, is a registered financial advisor currently at SMITH SALLEY WEALTH MANAGEMENT located in Greensboro, North Carolina.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Robert has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robbie Forest Boulton

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 Forest Boulton'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

November 7, 2025 - Present

SMITH SALLEY WEALTH MANAGEMENT

Office #1: 324 West Wendover Avenue Suite 301, Greensboro, NC 27408

RIA

CRD#: 129614

Greensboro, NC

Past

August 6, 2024 - October 6, 2025

FIRST CITIZENS INVESTOR SERVICES, INC.

CRD#: 44430

GREENSBORO, NC

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".

SMITH SALLEY WEALTH MANAGEMENT

SMITH SALLEY PRIVATE TRUST | SMITH, SALLEY & ASSOCIATES, LLC | SMITH SALLEY WEALTH MANAGEMENT

CRD#: 129614 / SEC#: 801-62538

RIA

Registered Investment Advisory firm - (12/18/2003 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

North Carolina
(11/7/2025)

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: 11/7/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/14/2024

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 8/5/2024

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 7/22/2024

Securities Industry Essentials Examination

Current Firm

SMITH SALLEY WEALTH MANAGEMENT

SMITH SALLEY PRIVATE TRUST | SMITH, SALLEY & ASSOCIATES, LLC | SMITH SALLEY WEALTH MANAGEMENT

CRD#: 129614 / SEC#: 801-62538

RIA

Registered Investment Advisory firm - (12/18/2003 Approved)

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Contact information

Main Address

324 West Wendover Avenue Suite 301, Greensboro, NC 27408

Mailing Address

Phone number

(336) 379-7556

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

SMITH, SALLEY & ASSOCIATES, LLC BROCHURE (10/3/2025)

Regulatory assets under management

Total Number of Accounts	2,791
AUM (Assets Under Management)	$ 2,344,187,985

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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Robert F. Boulton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Forest Boulton's CRS (Customer Relationship Summary).

Certified licenses

Experience

SMITH SALLEY WEALTH MANAGEMENT

FIRST CITIZENS INVESTOR SERVICES, INC.

Primary Firm SEC Registration

SMITH SALLEY WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 11/7/2025

Series 63

Date: 8/14/2024

Series 6TO

Date: 8/5/2024

SIE

Date: 7/22/2024

Current Firm

SMITH SALLEY WEALTH MANAGEMENT

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SMITH SALLEY WEALTH MANAGEMENT

TRUST BUT VERIFY

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