Kevin
Smith
Wealthspire Advisors
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About this Advisor
Kevin Smith is a financial advisor based in Indialantic, Florida, working with Wealthspire Advisors. Kevin has previously held positions at Convergent Wealth Advisors, LLC, Pagnatokarp Partners, LLC, and Wealthspire Advisors. Kevin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Maryland. Currently, Kevin is part of Wealthspire Advisors, which operates out of Indialantic, Florida. The firm has 18 offices and 259 employees. The firm manages assets totaling $18.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Wealthspire Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealthspire Advisors Brokerage Details
$18,872,379,313
259
7,156
$2,637,281
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Kevin Smith Work History
Wealthspire Advisors
Pagnatokarp Partners, LLC
Convergent Wealth Advisors, LLC
Disclosures
Please visit the SEC profile of Kevin 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 Wealthspire Advisors
Delafield, WI
New York, NY
Delafield, WI
Madison, WI
Potomac, MD
Reston, VA
New York, NY
Potomac, MD
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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