Member · Robinson Smith Wealth Advisors, LLC
Donovan A. Ingle
CRD 6987441 · Named on Form ADV at one SEC-registered adviser
At a glance
Robinson Smith Wealth Advisors, LLC, an SEC-registered wealth manager based in South Portland, ME with $445 million in regulatory assets, lists Donovan A. Ingle on its Form ADV as Member, a control person.
Firms and roles
- Robinson Smith Wealth Advisors, LLCMemberWealth manager · South Portland, ME · $445M in regulatory assets
AtlasMembers
Donovan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- David M. SmithManager, Robinson Smith Wealth Advisors, LLC
- Tracey M. DaigleManager and CCO, Robinson Smith Wealth Advisors, LLC
- Gerrit P. PetersonsMember, Robinson Smith Wealth Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Donovan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.