Anthony Smith Advisors, Inc.

Anthony Smith Advisors, Inc. (CRD# 125730) is a financial advisory firm headquartered in Atlanta, GA. They manage $283,318,042 in 540 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    283
    MILLION
  • Total Number of Accounts
    540
    ACCOUNTS
  • Average Account Value
    $524,663
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, LA, TX

Financial Advisors at Anthony Smith Advisors, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Julia A. Davis
CRD#: 4783859
2999piedmont Rd., N.e., Suite 100, Atlanta, GA 30305
96
Wealthminder
score

Julia Davis (CRD# 4783859) is an Investment Advisor Representative working at Anthony Smith Advisors, Inc. in Atlanta, GA and has over 12 years of experience in the finance industry. Julia Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Thomas E. Levert
CRD#: 5255062
2999 Piedmont Rd. N.e., Suite 100, Atlanta, GA 30305
96
Wealthminder
score

Thomas Levert (CRD# 5255062) is an Investment Advisor Representative working at Anthony Smith Advisors, Inc. in Atlanta, GA and has over 9 years of experience in the finance industry. Thomas Levert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Anthony C. Smith
CRD#: 1295167
2999 Piedmont Rd., N.e., Suite 100, Atlanta, GA 30305
96
Wealthminder
score

Anthony Smith (CRD# 1295167) is an Investment Advisor Representative working at Anthony Smith Advisors, Inc. in Atlanta, GA and has over 32 years of experience in the finance industry. Anthony Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Scott T. Smith
CRD#: 4661400
2999 Piedmont Rd. N.e., Suite 100, Atlanta, GA 30305
96
Wealthminder
score

Scott Smith (CRD# 4661400) is an Investment Advisor Representative working at Anthony Smith Advisors, Inc. in Atlanta, GA and has over 14 years of experience in the finance industry. Scott Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Carolyn L. Flournoy
CRD#: 6146227
2999 Piedmont Road, N.e., Suite 100, Atlanta, GA 30305
93
Wealthminder
score

Carolyn Flournoy (CRD# 6146227) is an Investment Advisor Representative working at Anthony Smith Advisors, Inc. in Atlanta, GA and has over 4 years of experience in the finance industry. Carolyn Flournoy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
William H. Willson
CRD#: 6146265
2999 Piedmont Road, N.e., Suite 100, Atlanta, GA 30305
90
Wealthminder
score

William Willson (CRD# 6146265) is an Investment Advisor Representative working at Anthony Smith Advisors, Inc. in Atlanta, GA and has over 4 years of experience in the finance industry.

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