Gregory Smith, financial advisor Charlotte NC

Gregory Smith

CRD Number: 1252027
Current Firm: Innovation Partners LLC

Gregory Smith (CRD# 1252027) is an Investment Advisor Representative working at Innovation Partners LLC in Charlotte, NC and has over 37 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Innovation Partners LLC Matthews, NC Oct 2013 - Current 10
Horizon Charlotte, NC Aug 2016 - Oct 2018 2
Stewardship Asset Management Bonita Springs, FL Apr 2013 - Sep 2016 3
Immerson Investment Group Waxhaw, NC Nov 2009 - Aug 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1986
S65 NASAA Investment Advisors Law Examination Apr 1996
Contact Info for Gregory E. Smith
Phone Number: 704-708-5461
Registered State(s):
  • AZ
  • AR
  • CA
  • CT
  • FL
  • MD
  • MI
  • MO
  • NV
  • NC
  • PA
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    14
    MILLIONS
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $981,174
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IN, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

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