Melissa Donati Smith, financial advisor Mount Laurel NJ
93 score

Melissa Donati Smith

CRD Number: 5487287
Current Firm: Allstate Financial Advisors, LLC

Melissa Donati Smith (CRD# 5487287) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Mount Laurel, NJ and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Allstate Insurance Co Magnolia, NJ Apr 2012 - Current 4
Puritan Brokerage Services, Inc. Addison, TX Mar 2010 - Mar 2012 2
Puritan Wealth Management Group Addison, TX Mar 2010 - Mar 2012 2
Puritan Financial Group, Inc. Addison, TX Mar 2010 - Mar 2012 2
Axa Advisors New York, NY Dec 2008 - Mar 2010 1
Unemployed Hamburg, NJ Nov 2008 - Dec 2008 < 1
Edward Jones St. Louis, MO Feb 2008 - Oct 2008 < 1
Weichert, Realtors Hamburg, NJ Mar 2007 - Feb 2008 < 1
Hardyston School District Hardyston Twp, NJ Apr 2007 - Jan 2008 < 1
Did Not Work Hardston Twp, NJ Jun 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Melissa Donati Smith
Phone Number: 847-402-5296
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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