Street Smart Financial, LLC

Street Smart Financial, LLC (CRD# 146422) is a financial advisory firm headquartered in Lexington, MA. They manage $52,000,000 in 65 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $800,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Street Smart Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Rand K. Spero
CRD#: 5491796
Four Militia Drive, Suite 16, Lexington, MA 02421

Rand Spero (CRD# 5491796) is an Investment Advisor Representative working at Street Smart Financial, LLC in Lexington, MA and has 1 year of experience in the finance industry.

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