Robert A Smith
Investment adviser representative at Sovran Advisors, LLC
12 yearsExperience
2 statesRegistered in
ChFC®Designation
$1.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Sovran Advisors, LLCFeb 2024 to now
- Cetera Wealth Services, LLCFeb 2024 to now
- Go Fast Take ChancesFeb 2021 to now
- Omega Wealth StrategiesMar 2015 to now
- MML Investors Services, LLCMar 2017 to Feb 2024
- Massmutual Life Insurance CoJul 2016 to Feb 2024
- Metlife SecuritiesNov 2014 to Mar 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1997
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Sovran Advisors, LLC
$1.9BAssets managed
4,018Clients
70Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2833957
- Firm CRD
- 329415