Colm Smith, financial advisor Weston FL

Colm Smith

CRD Number: 6571783
Current Firm: Emfo, LLC

Colm Smith (CRD# 6571783) is an Investment Advisor Representative working at Emfo, LLC in Weston, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Emfo Weston, FL Jan 2018 - Current 3
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
Contact Info for Colm F. Smith
Phone Number: 954-385-9624
Registered State(s):
  • CO
  • FL
  • NH
By the Numbers
  • Total Assets Under Management
    226
    MILLIONS
  • Total Number of Accounts
    266
    ACCOUNTS
  • Average Account Value
    $849,682
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CO, FL, NH

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