Halsey SmithCRD Number: 4158487
Current Firm: Inlet Private Wealth, LLC
Halsey Smith (CRD# 4158487) is an Investment Advisor Representative working at Inlet Private Wealth, LLC in Jupiter, FL and has over 19 years of experience in the finance industry. Halsey Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gwn Securities Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Inlet Private Wealth, LLC||Jupiter, FL||Jul 2019 - Current||2|
|Inlet Private Wealth, LLC||Jupiter, FL||Apr 2019 - Current||2|
|Retired||Wellington, FL||Mar 2016 - Mar 2019||3|
|M&t Securities||Buffalo, NY||Aug 2011 - Feb 2016||4|
|M&t Bank||Buffalo, NY||Aug 2011 - Feb 2016||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2001|
Total Assets Under Management377MILLIONS
Total Number of Accounts115ACCOUNTS
Average Account Value$3,275,248
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, MO, NY
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