Steven Smith, financial advisor Tampa FL
93 score

Steven Smith

CRD Number: 1978510
Current Firm: Platinum Wealth Partners, Inc.

Steven Smith (CRD# 1978510) is an Investment Advisor Representative working at Platinum Wealth Partners, Inc. in Tampa, FL and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Mutual Securities Camarillo, CA May 2013 - Current 3
Transamerica Financial Advisors, Inc. Clearwater, FL Dec 2009 - Current 7
Morgan Stanley Smith Barney Clearwater, FL Jun 2011 - May 2013 1
Unemployed Belleair, FL Aug 2009 - Nov 2009 < 1
Hewlett-packard Roseville, CA Oct 1999 - Jul 2009 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1994
S66 NASAA Uniform Combined State Law Examination Feb 2010
Contact Info for Steven S. Smith
Phone Number: 813-579-1660
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    335
    MILLIONS
  • Total Number of Accounts
    2,200
    ACCOUNTS
  • Average Account Value
    $152,273
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, FL, MA, NC, NV, PA

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

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