Smi Advisors LLC

Smi Advisors LLC (CRD# 226544) is a financial advisory firm headquartered in Bellevue, WA. They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2018 156th Ave Ne, Bellevue, WA 98007
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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.

CA, WA

Financial Advisors at Smi Advisors LLC
Showing 1 - 3 of 3 top financial advisors.
1
David Archibald, financial advisor Bellevue WA
David E. Archibald
CRD#: 1362633
2018 156th Ave Ne, Bellevue, WA 98007

David Archibald (CRD# 1362633) is an Investment Advisor Representative working at Smi Advisors LLC in Bellevue, WA and has over 4 years of experience in the finance industry.

2
Dale Garnett, financial advisor Bellevue WA
Dale A. Garnett
CRD#: 724756
2018 156th Ave Ne, Bellevue, WA 98007

Dale Garnett (CRD# 724756) is an Investment Advisor Representative working at Smi Advisors LLC in Bellevue, WA and has over 40 years of experience in the finance industry.

3
Kenin Spivak, financial advisor Beverly Hills CA
Kenin M. Spivak
CRD#: 6555860
Beverly Hills, CA

Kenin Spivak (CRD# 6555860) is an Investment Advisor Representative working at Smi Advisors LLC in Beverly Hills, CA and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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