Robert Forest Boulton
Investment adviser representative at Smith Salley Wealth Management
13 yearsExperience
1 stateRegistered in
$2.9BFirm assets
22 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Smith Salley Wealth ManagementSep 2025 to now
- First Citizens BankJun 2024 to Sep 2025
- First Citizens Investor ServicesJun 2024 to Sep 2025
- First Citizens BankMay 2023 to Aug 2023
- First Citizens BankJun 2022 to Aug 2022
- Jimmy JohnsMay 2021 to Aug 2021
- North Carolina State UniversityAug 2020 to May 2024
- UnemployedJan 2013 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
Smith Salley Wealth Management
Legal name: Smith, Salley & Associates, LLC
$2.9BAssets managed
1,129Clients
17Advisers
22 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
- 7942979
- Firm CRD
- 129614