Pomeroy Smith Ii (CRD# 1414989) is an Investment Advisor Representative working at Bison Wealth Management, LLC in Raleigh, NC and has over 7 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bison Wealth Management, LLC | Raleigh, NC | Jun 2018 - Current | 5 |
| Pathway Wealth Management, LLC | Dallas, TX | Apr 2016 - Jan 2019 | 2 |
| Various Start-ups | Dallas, TX | Jan 2011 - Apr 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2016 |
- NC
- TX
-
Total Assets Under Management17MILLIONS
-
Total Number of Accounts32ACCOUNTS
-
Average Account Value$525,265
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
NC, TX
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