Smith, Salley & Associates, LLC

Smith, Salley & Associates, LLC (CRD# 129614) is a financial advisory firm headquartered in Greensboro, NC. They manage $1,094,046,048 in 596 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,094
    MILLION
  • Total Number of Accounts
    596
    ACCOUNTS
  • Average Account Value
    $1,835,648
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • 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.

NC, OH, TN, TX, VA

Financial Advisors at Smith, Salley & Associates, LLC
Showing 1 - 10 of 10 top financial advisors.
1
George M. Salley
CRD#: 2368869
300 East Wendover Avenue, Suite 201, Greensboro, NC 27401
96
Wealthminder
score

George Salley (CRD# 2368869) is an Investment Advisor Representative working at Smith, Salley & Associates, LLC in Greensboro, NC and has over 23 years of experience in the finance industry.

2
James S. Agnew
CRD#: 4750145
324 West Wendover Avenue, Suite 301, Greensboro, NC 27408
93
Wealthminder
score

James Agnew (CRD# 4750145) is an Investment Advisor Representative working at Smith, Salley & Associates, LLC in Greensboro, NC and has over 7 years of experience in the finance industry.

3
Edmund S. Batchelor
CRD#: 5291030
324 West Wendover Avenue, Suite 301, Greensboro, NC 27408
93
Wealthminder
score

Edmund Batchelor (CRD# 5291030) is an Investment Advisor Representative working at Smith, Salley & Associates, LLC in Greensboro, NC and has over 9 years of experience in the finance industry.

4
Hugo B. May
CRD#: 4387448
324 West Wendover Avenue, Suite 301, Greensboro, NC 27408
93
Wealthminder
score

Hugo May (CRD# 4387448) is an Investment Advisor Representative working at Smith, Salley & Associates, LLC in Greensboro, NC and has over 15 years of experience in the finance industry.

5
George G. Smith
CRD#: 4698611
300 East Wendover Avenue, Suite 201, Greensboro, NC 27401
93
Wealthminder
score

George Smith (CRD# 4698611) is an Investment Advisor Representative working at Smith, Salley & Associates, LLC in Greensboro, NC and has over 13 years of experience in the finance industry.

6
Andrew D. Davis
CRD#: 3039426
324 West Wendover Avenue, Suite 301, Greensboro, NC 27408
90
Wealthminder
score

Andrew Davis (CRD# 3039426) is an Investment Advisor Representative working at Smith, Salley & Associates, LLC in Greensboro, NC and has 1 year of experience in the finance industry.

7
James B. Guyler
CRD#: 4873829
324 West Wendover Avenue, Suite 301, Greensboro, NC 27408
90
Wealthminder
score

James Guyler (CRD# 4873829) is an Investment Advisor Representative working at Smith, Salley & Associates, LLC in Greensboro, NC and has 1 year of experience in the finance industry.

8
George L. Wyatt
CRD#: 6219971
324 West Wendover Avenue, Suite 301, Greensboro, NC 27408
88
Wealthminder
score

George Wyatt (CRD# 6219971) is an Investment Advisor Representative working at Smith, Salley & Associates, LLC in Greensboro, NC and has over 2 years of experience in the finance industry.

9
William A. Donovan
CRD#: 6539589
324 West Wendover Avenue, Suite 301, Greensboro, NC 27408
87
Wealthminder
score

William Donovan (CRD# 6539589) is an Investment Advisor Representative working at Smith, Salley & Associates, LLC in Greensboro, NC and has 1 year of experience in the finance industry.

10
Cody J. Oikemus
CRD#: 6538347
324 West Wendover Avenue, Suite 301, Greensboro, NC 27408
87
Wealthminder
score

Cody Oikemus (CRD# 6538347) is an Investment Advisor Representative working at Smith, Salley & Associates, LLC in Greensboro, NC and has 1 year of experience in the finance industry.

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