Smith Shellnut Wilson

Smith Shellnut Wilson (CRD# 106235) is a financial advisory firm headquartered in Ridgeland, MS. They manage $7,233,687,387 in 696 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
661 Sunnybrook Road, Suite 130, Ridgeland, MS 39157
https://www.linkedin.com/company/smith-shellnut-wilson-llc/
By the Numbers
  • Total Assets Under Management
    7,234
    MILLION
  • Total Number of Accounts
    696
    ACCOUNTS
  • Average Account Value
    $10,393,229
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Security ratings or pricing services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, GA, LA, MS, NJ, SC, TN, TX

Financial Advisors at Smith Shellnut Wilson
Showing 11 - 12 of 12 top financial advisors.
11
Matthew Thompson, financial advisor Ridgeland MS
Matthew Thompson
CRD#: 6294567
661 Sunnybrook Road, Suite 130, Ridgeland, MS 39157

Matthew Thompson (CRD# 6294567) is an Investment Advisor Representative working at Smith Shellnut Wilson in Ridgeland, MS and has over 9 years of experience in the finance industry.

12
David Williams, financial advisor Ridgeland MS
David D. Williams
CRD#: 2985006
661 Sunnybrook Road, Suite 130, Ridgeland, MS 39157

David Williams (CRD# 2985006) is an Investment Advisor Representative working at Smith Shellnut Wilson in Ridgeland, MS and has over 25 years of experience in the finance industry.

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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.

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