Be advised. This firm is no longer registered.

Smart Tax And Financial Services

Smart Tax And Financial Services (CRD# 145448) is a financial advisory firm headquartered in Cleveland, OH. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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.


Financial Advisors at Smart Tax And Financial Services
Showing 1 - 1 of 1 top financial advisors.
Ravi Raghavan
CRD#: 2542862
14484 Pearl Rd, Cleveland, OH 44136

Ravi Raghavan (CRD# 2542862) is an Investment Advisor Representative working at Smart Tax And Financial Services in Cleveland, OH and has 1 year of experience in the finance industry.

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