Robert
Smith
Tmd Wealth Management
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About this Advisor
Robert Smith is a financial advisor based in Scottsdale, Arizona, working with Tmd Wealth Management. Robert has previously held positions at Nylife Securities LLC, New York Life Insurance Co, Scottsdale Financial Group, LTD, Tmd Insurance Services, LLC, and Tmd Wealth Management LLC. Robert has passed the Series 63 regulatory exam and is registered to provide services in Arizona. Currently, Robert is part of Tmd Wealth Management, which operates out of Scottsdale, Arizona. The firm has 1 office and 10 employees. The firm manages assets totaling $780.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Tmd Wealth Management includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tmd Wealth Management Brokerage Details
$780,813,978
10
1,674
$466,436
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Robert Smith Work History
Tmd Insurance Services, LLC
Tmd Wealth Management LLC
Nylife Securities LLC
New York Life Insurance Co
Scottsdale Financial Group ,LTD
Disclosures
Please visit the SEC profile of Robert Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tmd Wealth Management
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
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