Smartleaf Asset Management LLC

Smartleaf Asset Management LLC (CRD# 172273) is a financial advisory firm headquartered in Boston, MA. They manage $2,310,894,334 in 8,998 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,311
    MILLION
  • Total Number of Accounts
    8,998
    ACCOUNTS
  • Average Account Value
    $256,823
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, TX

Financial Advisors at Smartleaf Asset Management LLC
Showing 1 - 7 of 7 top financial advisors.
1
Benjamin C. Cutrell
CRD#: 6584835
One Bowdoin Square, Suite 1000, 10th Floor, Boston, MA 02114

Benjamin Cutrell (CRD# 6584835) is an Investment Advisor Representative working at Smartleaf Asset Management LLC in Boston, MA and has over 8 years of experience in the finance industry.

2
Gerard A. Michael
CRD#: 4380411
One Bowdoin Square, Suite 1000, 10th Floor, Boston, MA 02114

Gerard Michael (CRD# 4380411) is an Investment Advisor Representative working at Smartleaf Asset Management LLC in Boston, MA and has over 9 years of experience in the finance industry.

3
Stefan L. Mitropolitsky
CRD#: 6584882
One Bowdoin Square, Suite 1000, 10th Floor, Boston, MA 02114

Stefan Mitropolitsky (CRD# 6584882) is an Investment Advisor Representative working at Smartleaf Asset Management LLC in Boston, MA and has over 7 years of experience in the finance industry.

4
Diana W. Neuss
CRD#: 4085811
One Bowdoin Square, Suite 1000, 10th Floor, Boston, MA 02114

Diana Neuss (CRD# 4085811) is an Investment Advisor Representative working at Smartleaf Asset Management LLC in Boston, MA and has over 8 years of experience in the finance industry.

5
Wei Zhang
CRD#: 6577920
One Bowdoin Square, Suite 1000, 10th Floor, Boston, MA 02114

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

6
Mohammad Heidari
CRD#: 7157530
One Bowdoin Square, Suite 1000, 10th Floor, Boston, MA 02114

Mohammad Heidari (CRD# 7157530) is an Investment Advisor Representative working at Smartleaf Asset Management LLC in Boston, MA and has over 4 years of experience in the finance industry.

7
Robert R. Leaper
CRD#: 1590162
One Bowdoin Square, Suite 1000, 10th Floor, Boston, MA 02114

Robert Leaper (CRD# 1590162) is an Investment Advisor Representative working at Smartleaf Asset Management LLC in Boston, MA and has over 3 years of experience in the finance industry.

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