Steven Smith, financial advisor Sugar Hill GA

Steven Smith

CRD Number: 2089708
Current Firm: Capital Research Advisors, LLC

Steven Smith (CRD# 2089708) is an Investment Advisor Representative working at Capital Research Advisors, LLC in Sugar Hill, GA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Ceros Financial Services, Inc. South Boston, MA Aug 2009 - Current 14
Capital Research Advisors, LLC Sugar Hill, GA Jul 2003 - Current 20
Smith Insurance Butler, GA Aug 2001 - Current 22
Taylor Company Board Of Education Butler, GA Aug 1988 - Current 35
All Star Printing Warner Robins, GA Nov 2014 - Jan 2022 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1990
Contact Info for Steven E. Smith
Phone Number: 770-925-1000
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    48
    MILLIONS
  • Total Number of Accounts
    164
    ACCOUNTS
  • Average Account Value
    $290,408
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

GA, TX

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