Steven SmithCRD 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 22 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Mutual Securities||Camarillo, CA||May 2013 - Current||4|
|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|
Total Assets Under Management335MILLIONS
Total Number of Accounts2,200ACCOUNTS
Average Account Value$152,273
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, FL, MA, NC, NV, PA