Cary Street Partners
47yrs
Top advisor by experience at Cary Street Partners
28yrs
Based in Richmond, Virginia, Robert Smith is a fiduciary financial advisor with 28 years of industry experience. Robert has been with Truist Advisory Services since 2021; before that, Robert spent eight years at BB&t Securities and six years at Scott & Stringfellow. Truist Advisory Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 1349 advisors with offices in Richmond, and one of 1251 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 17% by experience at Truist Advisory Services
Office1001 Semmes Ave Floor 3, Richmond, VA 23224
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$560,278
Advisors at the firm1,970
States licensed ?1 state
Services through Truist Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowTruist Advisory Services, Inc.Current firm
- 2013 – 2021BB&t Securities, LLCPreviously
- 2007 – 2013Scott & Stringfellow, LLCPreviously
Contact Robert
1001 Semmes Ave Floor 3Richmond, VA 23224Office · Get directions Firm main line(800) 874-4770Headquarters: Truist Advisory Services · Atlanta, GA Firm websitewww.truist.com/wealth/tas-disclosure
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Truist Advisory Services at (800) 874-4770 and ask for Robert Smith. Robert works from the Richmond, VA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1998, about 28 years. Top 17% by experience at Truist Advisory Services.
What licenses does Robert hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Truist Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Beale Healy Investment Advisors
47yrs
Top 1% by experience in Richmond
Merrill
47yrs
Top 1% by experience in Richmond
Davenport & Company
46yrs
Top 1% by experience in Richmond
Wells Fargo Advisors
46yrs
Top 1% by experience in Richmond
Beale Healy Investment Advisors
46yrs
Top 1% by experience in Virginia