George
Smith

Ae Wealth Management, LLC

CRD#4844156
Investment Advisor
in Englewood, CO

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About this Advisor

George Smith is a financial advisor based in Englewood, Colorado, working with Ae Wealth Management, LLC. George has previously held positions at Colorado Financial Service Corporation, Ae Wealth Management, LLC, Madison Avenue Securities, LLC, Impact 1031- Dba Of Ridgegate Financial, LLC, Gibborim Media, Ridgegate Tax, LLC, Emerson Equity LLC, Ridgegate Advisors, LLC, and Ridgegate Insurance, LLC. George has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Colorado. Currently, George is part of Ae Wealth Management, LLC, which operates out of Englewood, Colorado. The firm has 343 offices and 578 employees. The firm manages assets totaling $27.1 billion 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 institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Ae Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8310 S Valley Hwy Ste 100
Englewood, CO 80112

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$27,082,623,332

CO Average: $2,243,162,756
Total Number of Employees

578

CO Average: 44
Total Number of Accounts

277,294

CO Average: 4,091
Average Account Size

$97,668

CO Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

George Smith Work History

2022 - Present (3 years)

Ridgegate Tax, LLC

2020 - Present (5 years)

Emerson Equity LLC

2019 - Present (6 years)

Ae Wealth Management, LLC

2018 - Present (7 years)

Gibborim Media

2008 - Present (17 years)

Ridgegate Advisors, LLC

2003 - Present (22 years)

Ridgegate Insurance, LLC

2019 - 2019 (< 1 year)

Colorado Financial Service Corporation

2019 - 2020 (1 year)

Madison Avenue Securities, LLC

2008 - 2024 (16 years)

Impact 1031- Dba Of Ridgegate Financial, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of George 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 Ae Wealth Management, LLC

Jennifer Cramer
Marietta, GA
Douglas Lederer
Omaha, NE
Michael Bui
Argyle, TX
Stewart Smith
Greenville, SC
William Sneckner
Englewood, CO
Dayne Ventrone
Sun City, AZ
Konrad Jurgens
Prospect, KY
Alexander Staverosky
Englewood, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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