Sidney
Smith
Royal Fund Management, LLC
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About this Advisor
Sidney Smith is a financial advisor operating out of Lady Lake, Florida with 10 years of industry experience. Smith is an employee of Royal Fund Management, LLC. Throughout their career, Smith has worked at Self, Harvest Financial Group. LLC and Royal Fund Management, LLC. Smith holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Virginia. Royal Fund Management, LLC is a registered investment company that has its headquarters in Lady Lake, FL. The investment advisory business has offices in 83 locations and a total of 90 financial advisors. It handles $1 billion in assets across its 10,564 accounts, placing it among the bigger firms in the country by assets under management. Of its 10,564 customer accounts, just 4% are held by high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors typically depend on the services offered. However, fee types charged by Royal Fund Management, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Royal Fund Management, LLC Brokerage Details
$1,084,035,879
90
10,564
$102,616
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Sidney Smith Work History
Sidney has been registered as a financial advisor for 10 years.*
Royal Fund Management, LLC
Self
Harvest Financial Group. 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 Sidney 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 Royal Fund Management, LLC
Lone Tree, CO
Casselberry, FL
Lady Lake, FL
Lady Lake, FL
Orlando, FL
Denver, CO
Lady Lake, FL
Lady Lake, FL
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