Smith Salley Wealth Management

Smith Salley Wealth Management (CRD# 129614) is a financial advisory firm headquartered in Greensboro, NC. They manage $3,061,316,134 in 2,327 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,061
    MILLION
  • Total Number of Accounts
    2,327
    ACCOUNTS
  • Average Account Value
    $1,315,563
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
The map below shows states where this firm has explicit registration only.

CA, FL, GA, KY, LA, MA, MI, NC, NY, OH, SC, TN, TX, VA

Financial Advisors at Smith Salley Wealth Management
Showing 11 - 14 of 14 top financial advisors.
11
George L. Wyatt
CRD#: 6219971
324 West Wendover Avenue, Suite 301, Greensboro, NC 27408

George Wyatt (CRD# 6219971) is an Investment Advisor Representative working at Smith Salley Wealth Management in Greensboro, NC and has over 9 years of experience in the finance industry.

12
Jacob O. Collinsworth
CRD#: 5504431
324 West Wendover Avenue, Suite 301, Greensboro, NC 27408

Jacob Collinsworth (CRD# 5504431) is an Investment Advisor Representative working at Smith Salley Wealth Management in Greensboro, NC and has over 15 years of experience in the finance industry.

13
Anna S. Haldeman
CRD#: 7505643
324 West Wendover Avenue, Suite 301, Greensboro, NC 27408

Anna Haldeman (CRD# 7505643) is an Investment Advisor Representative working at Smith Salley Wealth Management in Greensboro, NC and has over 2 years of experience in the finance industry.

14
Nadi R. Tadros
CRD#: 4445202
324 West Wendover Avenue, Suite 301, Greensboro, NC 27408

Nadi Tadros (CRD# 4445202) is an Investment Advisor Representative working at Smith Salley Wealth Management in Greensboro, NC and has over 22 years of experience in the finance industry.

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