David E Smith
Investment adviser representative at Portland Global Advisors LLC
36 yearsExperience
2 statesRegistered in
$1.2BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
36 years in the industry.
- Portland Global Advisors, LLCDec 2020 to now
- Not EmployedAug 2020 to Dec 2020
- Marcum LLPJan 2019 to Aug 2020
- Dawson, Smith, Purvis & Bassett, P.A.Oct 1990 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (ME, TX).
Portland Global Advisors LLC
$1.2BAssets managed
304Clients
11Advisers
29 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
- 7330481
- Firm CRD
- 109127