Matthew
Smith

Fiducient Advisors LLC

CRD#5722088
Investment Advisor
in Chicago, IL

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About this Advisor

Matthew Smith is a chartered financial analyst based out of Chicago, Illinois with a total of 2 years of industry experience. Smith is on the advisory team at Fiducient Advisors LLC. Their career trajectory has included roles at Voya Investment Management Co. LLC, Fiduciary Investment Advisors and Dimeo Schneider & Associates LLC. Smith holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Connecticut. Fiducient Advisors LLC is a financial advisory firm that has its headquarters in Chicago, IL. The firm has offices in 16 locations and a total of 215 advisors. It administers $40 billion in assets between its 1,061 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to 309 charitable organizations. Of its 1,061 customer accounts, 39% are held by high-net-worth investors who have greater than $1 million in assets. Fiducient Advisors LLC offers a number of services, including 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, educational seminars and other services. Financial advisory fees depend on which service is offered. Fees billed by Fiducient Advisors LLC most likely include asset-based and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years Registered*

2 years

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, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

500 W Madison Street Suite 1700
Chicago, IL 60661-4593

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Fiducient Advisors LLC Brokerage Details

Total Assets Under Management

$40,020,772,510

IL Average: $6,674,516,078
Total Number of Employees

215

IL Average: 44
Total Number of Accounts

1,061

IL Average: 2,564
Average Account Size

$37,719,861

IL Average: $2,603,165

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
  • Other

Matthew Smith Work History

Matthew has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Dimeo Schneider & Associates LLC

2015 - 2020 (5 years)

Fiduciary Investment Advisors

2010 - 2015 (5 years)

Voya Investment Management Co. LLC

*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 Matthew 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 Fiducient Advisors LLC

Peter Nadeau
Roseland, NJ
Eric Ramos
Chicago, IL
Michael Sustarsic
Chicago, IL
David Thome
Mc Lean, VA
Timothy Black
Waukesha, WI
Andrew Doten
Chicago, IL
Frank Locatell
Goshen, NY
Christine Jordan
Chicago, IL

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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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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