Antonio
Smith
Ancorato
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About this Advisor
Antonio Smith is a financial advisor based in Meridian, Idaho, working with Ancorato. Antonio has previously held positions at Haussman Financial/Securities America Inc, Darby Heidemann/Northwestern Mutual Investment Services LLC, Darby Heidemann/Northwestern Mutual Wealth Management Company, and Ameriprise Financial Services, LLC. Antonio has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Idaho. Currently, Antonio is part of Ancorato, which operates out of Meridian, Idaho. The firm has 15 employees and manages assets totaling $170.6 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Ancorato includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ancorato Brokerage Details
$170,584,347
15
1,022
$166,912
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Antonio Smith Work History
Ameriprise Financial Services, LLC
Darby Heidemann/ Northwestern Mutual Investment Services LLC
Darby Heidemann/Northwestern Mutual Wealth Management Company
Haussman Financial/Securities America Inc
Disclosures
Please visit the SEC profile of Antonio 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 Ancorato
Meridian, ID
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