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Robert Frank Mewshaw

Investment Adviser Representative at VSM Wealth Advisory, LLC

Hunt Valley, MDCRD #730441Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
34 yrs
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Robert Frank Mewshaw is an investment adviser representative with VSM Wealth Advisory, LLC in Hunt Valley, MD, where they have been registered since 2021. They have worked in the securities industry since 1992 and were previously registered with Vansant Mewshaw. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Maryland and Texas.

Office

11350 Mccormick Road, Executive Plaza I, Suite 300
Hunt Valley, MD 21031

Advisors at this office: 5

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Maryland, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/20/1991
Series 63
Uniform Securities Agent State Law Examination
Passed 5/22/1984
Series 3
National Commodity Futures Examination
Passed 12/13/1989
Series 7
General Securities Representative Examination
Passed 5/16/1981
Series 24
General Securities Principal Examination
Passed 11/30/1992
Series 8
General Securities Sales Supervisor Examination (Options Module & General Module)
Passed 9/21/1987

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

VSM Wealth Advisory, LLCCurrent
6/16/2021 – Hunt Valley, MD
Vansant Mewshaw
7/13/1992 – 7/20/2021Lutherville, MD

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. VAN SANT AND Mewshaw, Inc.
    Aug 1992 – no end date reportedLutherville, MD
  2. VAN SANT AND Mewshaw Securities, Inc.
    Jun 1993 – no end date reportedLutherville, MD

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About VSM Wealth Advisory, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Estimated blended rate
0.01

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Comprehensive Wealth Management (including retirement planning, portfolio management, tax-efficient investment strategies, budgeting, charitable giving, insurance analysis, college savings plan consulting, long term care analysis, legacy planning, and trust services); 401(k) & Retirement Plan Consulting (acting as a 3(38) fiduciary, providing fiduciary oversight, independent investment advice, participant enrollment and education, and low cost investment options); and Institutional Investment Consulting for non-profits, endowments, and corporate investment accounts.

Portfolio Management for Individuals and Small Businesses
Firm areas of expertise
Fee-onlyFiduciaryWealth ManagementPortfolio ManagementRetirement Planning401(k) ConsultingInstitutional Investment ConsultingTax-efficient InvestingEstate PlanningCollege SavingsLong Term Care+2 more

Client types the firm serves

IndividualsHigh Net WorthPension/Profit Sharing

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
5
Offices listed on AdvisorFinder:
1
Main office:
Hunt Valley, MD
Founded:
1992
SEC file number:
801-121412

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 11, 2026

View full firm profile

Other advisors at VSM Wealth Advisory, LLC

4 other advisors in the directory

View VSM Wealth Advisory, LLC firm profile

Similar advisors in Hunt Valley, MD

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Frank Mewshaw has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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