Smith, Salley & Associates, LLC

Smith, Salley & Associates, LLC (CRD# 129614) is a financial advisory firm headquartered in Greensboro, NC. They manage $1,227,387,998 in 780 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,227
    MILLION
  • Total Number of Accounts
    780
    ACCOUNTS
  • Average Account Value
    $1,573,574
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.

FL, MI, NC, OH, SC, TN, TX, VA

Financial Advisors at Smith, Salley & Associates, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Edmund S. Batchelor
CRD#: 5291030
324 West Wendover Avenue, Suite 301, Greensboro, NC 27408
96
Wealthminder
score

Edmund Batchelor (CRD# 5291030) is an Investment Advisor Representative working at Smith, Salley & Associates, LLC in Greensboro, NC and has over 11 years of experience in the finance industry. Edmund Batchelor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
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 24 years of experience in the finance industry.

3
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 8 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 17 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 14 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
Allen J. Ropp
CRD#: 6876110
324 West Wendover Avenue, Suite 301, Greensboro, NC 27408
90
Wealthminder
score

Allen Ropp (CRD# 6876110) is an Investment Advisor Representative working at Smith, Salley & Associates, LLC in Greensboro, NC and has 1 year of experience in the finance industry. Allen Ropp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
George L. Wyatt
CRD#: 6219971
324 West Wendover Avenue, Suite 301, Greensboro, NC 27408
90
Wealthminder
score

George Wyatt (CRD# 6219971) is an Investment Advisor Representative working at Smith, Salley & Associates, LLC in Greensboro, NC and has over 3 years of experience in the finance industry.

10
William A. Donovan
CRD#: 6539589
324 West Wendover Avenue, Suite 301, Greensboro, NC 27408
89
Wealthminder
score

William Donovan (CRD# 6539589) 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.

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