Benjamin Smith, financial advisor Casselberry FL

Benjamin Smith

CRD Number: 4840478
Current Firm: Smith Asset Management Company, LLC

Benjamin Smith (CRD# 4840478) is an Investment Advisor Representative working at Smith Asset Management Company, LLC in Casselberry, FL and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Barry University School Of Law Orlando, FL Aug 2003 - Current 20
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2003
Contact Info for Benjamin S. Smith
Phone Number: 352-493-7700
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    234
    MILLIONS
  • Total Number of Accounts
    1,143
    ACCOUNTS
  • Average Account Value
    $204,477
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

FL, GA, LA, NE, NH, TX

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