Colm Smith (CRD# 6571783) is an Investment Advisor Representative working at Emfo, LLC in Weston, FL and has over 6 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Smith Global Holdings | Bal Harbor, FL | Jun 2022 - Current | 1 |
| Emfo | Weston, FL | Jan 2018 - Current | 6 |
| Emerald Asset Advisors | Weston, FL | Jun 2017 - Jan 2018 | < 1 |
| Agc Partners | Boston, MA | Jun 2016 - Mar 2017 | < 1 |
| Full Time Student | New York, NY | Sep 2007 - May 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2018 |
- CO
- FL
-
Total Assets Under Management502MILLIONS
-
Total Number of Accounts274ACCOUNTS
-
Average Account Value$1,830,995
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CO, FL, NY
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