Ronald Smith (CRD# 2953721) is an Investment Advisor Representative working at Blue Ocean Capital in West Palm Beach, FL and has over 26 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blue Ocean Capital | West Palm Beach, FL | Oct 1997 - Current | 26 |
| Elhilow, Smith & Company, LLC | West Palm Beach, FL | Jan 2007 - Dec 2018 | 11 |
| Financial Analytics, Inc. | West Palm Beach, FL | Feb 2005 - Dec 2017 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 1997 |
- FL
-
Total Assets Under Management498MILLIONS
-
Total Number of Accounts458ACCOUNTS
-
Average Account Value$1,087,487
- A percentage of assets under your management
- Hourly charges
- 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)
FL, TX
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