Smartleaf Asset Management LLC

Smartleaf Asset Management LLC (CRD# 172273) is a financial advisory firm headquartered in Cambridge, MA. They manage $366,436 in 3 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $122,145
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

MA, TX

Financial Advisors at Smartleaf Asset Management LLC
Showing 1 - 8 of 8 top financial advisors.
1
Gerard A. Michael
CRD#: 4380411
210 Broadway, 4th Floor, Cambridge, MA 02139
90
Wealthminder
score

Gerard Michael (CRD# 4380411) is an Investment Advisor Representative working at Smartleaf Asset Management LLC in Cambridge, MA and has over 3 years of experience in the finance industry.

2
Wei Zhang
CRD#: 6577920
210 Broadway, 4th Floor, Cambridge, MA 02139
90
Wealthminder
score

Wei Zhang (CRD# 6577920) is an Investment Advisor Representative working at Smartleaf Asset Management LLC in Cambridge, MA and has 1 year of experience in the finance industry.

3
Zhenyuan Zhao
CRD#: 6442590
210 Broadway, 4th Floor, Cambridge, MA 02139
90
Wealthminder
score

Zhenyuan Zhao (CRD# 6442590) is an Investment Advisor Representative working at Smartleaf Asset Management LLC in Cambridge, MA and has 1 year of experience in the finance industry.

4
Benjamin C. Cutrell
CRD#: 6584835
210 Broadway, 4th Floor, Cambridge, MA 02139
89
Wealthminder
score

Benjamin Cutrell (CRD# 6584835) is an Investment Advisor Representative working at Smartleaf Asset Management LLC in Cambridge, MA and has over 2 years of experience in the finance industry.

5
David G. Neiterman
CRD#: 6593967
210 Broadway, 4th Floor, Cambridge, MA 02139
89
Wealthminder
score

David Neiterman (CRD# 6593967) is an Investment Advisor Representative working at Smartleaf Asset Management LLC in Cambridge, MA and has over 2 years of experience in the finance industry.

6
Diana W. Neuss
CRD#: 4085811
210 Broadway, 4th Floor, Cambridge, MA 02139
89
Wealthminder
score

Diana Neuss (CRD# 4085811) is an Investment Advisor Representative working at Smartleaf Asset Management LLC in Cambridge, MA and has over 2 years of experience in the finance industry.

7
Stefan L. Mitropolitsky
CRD#: 6584882
210 Broadway, 4th Floor, Cambridge, MA 02139
88
Wealthminder
score

Stefan Mitropolitsky (CRD# 6584882) is an Investment Advisor Representative working at Smartleaf Asset Management LLC in Cambridge, MA and has 1 year of experience in the finance industry.

8
Thomas A. Waisnor
CRD#: 2163454
210 Broadway, 4th Floor, Cambridge, MA 02139
81
Wealthminder
score

Thomas Waisnor (CRD# 2163454) is an Investment Advisor Representative working at Smartleaf Asset Management LLC in Cambridge, MA and has over 26 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.