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Edward G Smith

R M Davis Inc.

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About Edward G Smith

Edward G. Smith is a financial advisor with over 8 years of experience in the financial services industry. Edward has a wide range of experience, having worked with firms such as Merrill Lynch, Morgan Stanley and Eaton Vance Distributors, Inc. Edward is currently registered with R M Davis Inc. as an Investment Advisor Representative. Edward is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 66, Series 7 and SIE licenses. Edward specializes in providing financial planning, portfolio management and selection of other advisors. Edward has a proven track record of helping clients reach their financial goals.

Firm Information

Edward Smith is currently registered with R M Davis Inc.. R M Davis Inc. is an investment advisor with offices in PORTLAND, ME. They manage a total of $6,315,757,763 in regulatory assets under management, primarily for high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and charitable organizations. They offer financial planning, selection of other advisors, portfolio management for individuals, and portfolio management for businesses. They do not participate in wrap fee programs.
R M Davis Inc.

24 CITY CENTER

PORTLAND, ME 04101-4069

$6.32B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Edward Smith’s Registration & Firm History

ME

02/01/2024 - Present

R M Davis Inc. (PORTLAND ME)

MA

11/16/2021 - 10/02/2023

MORGAN STANLEY (Middleton MA)

MA

07/20/2020 - 11/17/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)

MA

12/08/2015 - 12/10/2018

EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 04/13/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/08/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edward G Smith.
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