Ala
Smochinsky

The L. Warner Companies, Inc

CRD#6641865
Investment Advisor
in Lutherville Timonium, MD

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About this Advisor

Ala Smochinsky is a financial advisor operating out of Lutherville Timonium, Maryland with 1 year of relevant experience. Smochinsky is an advisor for The L. Warner Companies, Inc. During their career, the advisor has held roles at Niagara International Capital Limited, Finestone Partners, Casablanca West Apts, Pepperdine University, Four Points Capital Partners LLC and The L. Warner Companies, Inc. Smochinsky has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. The L. Warner Companies, Inc is a financial advisory firm operating out of Lutherville Timonium, MD. The firm has offices in two locations and a total of 43 people on staff. It handles $606 million in assets under management across its 308 customer accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm serves four charitable organizations. Of its 308 customer accounts, 28% are associated with high-net-worth clients who have more than $1 million in assets. The business has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial management fee schedules largely are based on which services the firm provides the client. However, fees charged by The L. Warner Companies, Inc most likely consist of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

9690 Deereco Road Suite 650
Lutherville Timonium, MD 21093

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The L. Warner Companies, Inc Brokerage Details

Total Assets Under Management

$605,992,825

MD Average: $6,889,882,315
Total Number of Employees

43

MD Average: 45
Total Number of Accounts

308

MD Average: 765
Average Account Size

$1,967,509

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Ala Smochinsky Work History

Ala has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

The L. Warner Companies, Inc

2018 - Present (6 years)

Four Points Capital Partners LLC

2005 - Present (19 years)

Casablanca West Apts

2017 - 2018 (1 year)

Niagara International Capital Limited

2016 - 2017 (1 year)

Niagara International Capital Limited

2016 - 2021 (5 years)

Finestone Partners

2010 - 2014 (4 years)

Pepperdine University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ala Smochinsky 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 The L. Warner Companies, Inc

Joseph Plume
Lutherville Timonium, MD
Kenneth Ward
Lutherville Timonium, MD
Richard Spivey
Lutherville Timonium, MD
Timothy Truss
Lutherville Timonium, MD
Derek Elphick
Lutherville Timonium, MD
Ala Smochinsky
Lutherville Timonium, MD
Michael Anderson
Beverly Hills, CA
John Russell
Lutherville Timonium, MD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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