Halsey Smith, financial advisor Jupiter FL

Halsey Smith

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Halsey Smith
Phone Number: (561) 781-0400
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    377
    MILLIONS
  • Total Number of Accounts
    115
    ACCOUNTS
  • Average Account Value
    $3,275,248
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

FL, MO, NY

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