Mathew Smith (CRD# 6409979) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Winooski, VT and has over 6 years of experience in the finance industry.
CRD# 4736078
Poulos Advisors, Inc.
CRD# 4216957
Kestra Advisory Services, LLC
CRD# 1978980
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Agia | Houston, TX | Dec 2022 - Current | 1 |
| Valic Financial Advisors, Inc. | Winooski, VT | Aug 2017 - Current | 6 |
| Blue Paddle Bistro | South Hero, VT | Mar 2017 - Current | 7 |
| Uber | San Francisco, CA | Jun 2023 - Mar 2024 | < 1 |
| Barcelona Wine Bar | West Hartford, CT | Feb 2015 - Mar 2017 | 2 |
| First Investors | North Haven, CT | Oct 2014 - Feb 2015 | < 1 |
| Cola's | Columbia, SC | Jan 2014 - Aug 2014 | < 1 |
| American Senior Benefits | Columbia, SC | Jun 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2017 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2017 |
- CT
- FL
- MA
- NH
- NJ
- NY
- RI
- SC
- VT
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Total Assets Under Management25,247MILLIONS
-
Total Number of Accounts302,501ACCOUNTS
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Average Account Value$83,463
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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