Edward Smith (CRD# 7400653) is an Investment Advisor Representative working at Vertex Partners in Downers Grove, IL and has over 2 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vertex Planning Partners | Downers Grove, IL | May 2022 - Current | 2 |
| Lpl Financial | Downers Grove, IL | Jun 2021 - Current | 2 |
| Vertex Planning Partners | Downers Grove, IL | Jun 2021 - Apr 2022 | < 1 |
| Life Time Fitness | Warrenville, IL | Sep 2019 - Jun 2021 | 1 |
| Tpod | Joliet, IL | May 2020 - Jan 2021 | < 1 |
| Unemployed | Naperville, IL | May 2019 - Sep 2019 | < 1 |
| University Of Wisconsin-milwaukee | Milwaukee, WI | Sep 2018 - May 2019 | < 1 |
| University Of Wisconsin-milwaukee | Milwaukee, WI | Sep 2017 - May 2019 | 1 |
| University Of Wisconsin-milwaukee Recreation Center | Milwaukee, WI | Sep 2017 - May 2019 | 1 |
| Medici | Normal, IL | May 2017 - Aug 2017 | < 1 |
| Orthopedic & Sports Enhancement Center | Bloomington, IL | Aug 2015 - Aug 2017 | 2 |
| Illinois State University - Department Of Kinesiology & Recreati | Normal, IL | Jan 2016 - May 2017 | 1 |
| Illinois State University | Normal, IL | Aug 2015 - May 2017 | 1 |
| Forest Preserve Of Dupage County | Wheaton, IL | May 2011 - Aug 2015 | 4 |
| Illinois State University | Normal, IL | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
| S63 | Uniform Securities State Law Examination | May 2022 |
- IL
-
Total Assets Under Management671MILLIONS
-
Total Number of Accounts2,169ACCOUNTS
-
Average Account Value$309,448
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, IL, IN, LA, MI, MN, MO, NC, NE, NH, OH, SC, TN, TX, WA, WI
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