Cyrus Smith (CRD# 859546) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Durham, NC and has over 44 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 |
|---|---|---|---|
| Fidelity Investments | Salt Lake City, UT | Sep 2021 - Current | 2 |
| Cuso Financial Services, LP | San Diego, CA | Apr 2018 - Sep 2021 | 3 |
| Scottrade, Inc. | Rancho Bernardo, CA | Jun 2016 - Mar 2018 | 1 |
| Bank Of America | Mesa, AZ | Oct 2015 - Jun 2016 | < 1 |
| Comcast | Tucson, AZ | Sep 2015 - Oct 2015 | < 1 |
| Extended Travel | Tucson, AZ | Aug 2015 - Sep 2015 | < 1 |
| E*trade Capital Management LLC | San Diego, CA | Apr 2011 - Aug 2015 | 4 |
| E*trade Securities LLC | San Diego, CA | Apr 2011 - Aug 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1979 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1992 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NC
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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