Nancy Smith, financial advisor Greenwich CT

Nancy Smith

CRD Number: 3218528
Current Firm: Quadratic Capital Management LLC

Nancy Smith (CRD# 3218528) is an Investment Advisor Representative working at Quadratic Capital Management LLC in Greenwich, CT and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Goldman, Sachs & Company New York, NY Jul 1998 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2000
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Nancy D. Smith
Phone Number: 203-340-2943
Firm Website: https://www.ivoletf.com
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    2,554
    MILLIONS
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $1,276,862,100
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

CT

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