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Robert Frank Mewshaw

VSM Wealth Advisory, LLC

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About Robert Frank Mewshaw

Robert Frank Mewshaw is an investment advisor representative associated with VSM Wealth Advisory, LLC. Robert has been in the financial services industry since 1981. Robert is registered in Maryland and Texas. Robert holds Series 3, 63, 7, 8, 24, and 65 licenses.

Firm Information

Robert Mewshaw is currently registered with VSM Wealth Advisory, LLC. VSM Wealth Advisory, LLC is a Registered Investment Advisor based in HUNT VALLEY, MD, with approximately $498,453,140 in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. VSM Wealth Advisory, LLC has 5 investment adviser representatives and manages 564 client accounts.
VSM Wealth Advisory, LLC

11350 MCCORMICK ROAD

HUNT VALLEY, MD 21031

$498.45M

Assets Under Management

Not reported

Total Clients

5

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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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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Robert Mewshaw’s Registration & Firm History

MD

06/16/2021 - Present

VSM Wealth Advisory, LLC (HUNT VALLEY MD)

MD

09/30/1993 - 11/26/2002

VAN SANT AND MEWSHAW SECURITIES, INC. (LUTHERVILLE MD)

NJ

07/21/1989 - 08/13/1992

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

03/07/1984 - 08/02/1989

SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)

NA

05/18/1981 - 03/02/1984

LEGG MASON WOOD WALKER, INCORPORATED

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Licenses & Designations

IA

Issued 08/20/1991

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/22/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/30/1992

Series 24 - General Securities Principal Examination

BC

Issued 09/21/1987

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 12/13/1989

Series 3 - National Commodity Futures Examination

BC

Issued 05/16/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Frank Mewshaw.
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