Elaine Smith, financial advisor Bal Harbour FL

Elaine Smith

CRD Number: 4242908
Current Firm: Suntrust Advisory Services, Inc.

Elaine Smith (CRD# 4242908) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Bal Harbour, FL and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Advisory Services Atlanta, GA Sep 2016 - Current 4
Suntrust Investment Services, Inc. Atlanta, GA Sep 2013 - Current 7
Suntrust Investment Services, Inc. Bal Harbour, FL Apr 2006 - Sep 2013 7
Suntrust Banks Bal Harbour, FL Jul 1979 - Sep 2013 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2000
S66 NASAA Uniform Combined State Law Examination Feb 2006
Contact Info for Elaine Smith
Phone Number: 404-827-6461
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    24,415
    MILLIONS
  • Total Number of Accounts
    52,588
    ACCOUNTS
  • Average Account Value
    $464,273
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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