William SmithCRD Number: 7409343
Current Firm: Circle Wealth Management, LLC
William Smith (CRD# 7409343) is an Investment Advisor Representative working at Circle Wealth Management, LLC in New York, NY and has 1 year of experience in the finance industry.
Financial Life Focus, LLC
|Circle Wealth Management, LLC||New York, NY||Jul 2020 - Current||2|
|Lehigh University||Bethlehem, PA||Aug 2016 - May 2020||3|
|Dt Investment Partners||Chadds Ford, PA||May 2019 - Jul 2019||< 1|
|Dt Investment Partners||Chadds Ford, PA||May 2016 - Aug 2016||< 1|
|Conestoga High School||Berwyn, PA||Sep 2012 - May 2016||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2021|
Total Assets Under Management6,551MILLIONS
Total Number of Accounts1,235ACCOUNTS
Average Account Value$5,304,597
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CT, FL, IL, MA, NJ, NY, PA, SC, TX, UT
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