Benjamin SmithCRD Number: 7410065
Current Firm: Smith Asset Management Company, LLC
Benjamin Smith (CRD# 7410065) is an Investment Advisor Representative working at Smith Asset Management Company, LLC in Chiefland, FL and has 1 year of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Portfolio Management & Research, Inc.
|Smith Asset Management Company||Chiefland, FL||May 2021 - Current||1|
|Stetson University Of Law||Gulfport, FL||Aug 2020 - Current||2|
|Us Army||Fort Bragg, NC||May 2015 - Sep 2020||5|
|United States Military Academy||West Point, NY||Jun 2011 - May 2015||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2021|
Total Assets Under Management225MILLIONS
Total Number of Accounts1,097ACCOUNTS
Average Account Value$205,132
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, GA, LA, NE, NH, TX
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