Adam Smith, financial advisor Leawood KS

Adam Smith

CRD Number: 4238687
Current Firm: Tortoiseecofin Investments Partners, LLC

Adam Smith (CRD# 4238687) is an Investment Advisor Representative working at Tortoiseecofin Investments Partners, LLC in Leawood, KS and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Tortoise Securities Leawood, KS Jul 2017 - Current 3
Tortoise Investment Partners, LLC Leawood, KS Nov 2016 - Current 4
Montage Securities Leawood, KS Oct 2015 - Jun 2017 1
Montage Investments Leawood, KS Oct 2015 - Nov 2016 1
Umb Distribution Services, LLC Milwaukee, WI Apr 2014 - Oct 2015 1
Scout Distributors, LLC Kansas City, MO Mar 2014 - Oct 2015 1
Waddell & Reed, Inc. Overland Park, KS Oct 2007 - Apr 2014 6
Ivy Funds Distributor Inc. Overland Park, KS Oct 2007 - Apr 2014 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Adam W. Smith
Phone Number: 913-981-1020
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States


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