Wood Smith Advisors LLC
Wood Smith Advisors LLC (CRD# 139672) is a financial advisory firm headquartered in , . They manage $24,900,000 in 126 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management25MILLION
Total Number of Accounts126ACCOUNTS
Average Account Value$197,619
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Donna Wood (CRD# 4470658) is an Investment Advisor Representative working at Wood Smith Advisors LLC in Haymarket, VA and has over 14 years of experience in the finance industry. Donna Wood 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.
Jeffrey Brown (CRD# 6429409) is an Investment Advisor Representative working at Wood Smith Advisors LLC in Haymarket, VA and has over 2 years of experience in the finance industry.