Jeffrey Smith, financial advisor Palm Beach FL
90 score

Jeffrey Smith

CRD Number: 5464232
Current Firm: Suntrust Advisory Services, Inc.

Jeffrey Smith (CRD# 5464232) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Palm Beach, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Advisory Services Atlanta, GA Sep 2016 - Current 1
Suntrust Investment Services, Inc. Atlanta, GA Aug 2015 - Current 2
Suntrust Bank Palm Beach, FL Jul 2015 - Current 2
Fifth Third Securities W Palm Beach, FL Jan 2013 - Jul 2015 2
Fifth Third Bank W Palm Beach, FL Nov 2012 - Jul 2015 2
Lydian Private Bank Palm Beach, FL Jan 2008 - Nov 2012 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Jeffrey F. Smith
Phone Number: 404-827-6461
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    17,726
    MILLIONS
  • Total Number of Accounts
    37,178
    ACCOUNTS
  • Average Account Value
    $476,799
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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