Austin
Alejos

Smith, Moore & Co

CRD#7176906
Investment Advisor
in Overland Park, KS

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About this Advisor

Austin Alejos is a financial advisor who works in Overland Park, Kansas with a total of 4 years of industry experience. Alejos is an advisor for Smith, Moore & Co. The advisor has gained experience at Drury University, Cinetopia, Paragon Capital Management, Smith, Moore & Co, Blue Valley West, Blue Valley Recreation, Blue Valley North, Green Lantern, Top Golf, Lindenwood University, St. Louis Community College and Johnson County Community College. Alejos maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Kansas. Smith, Moore & Co is an advisory firm headquartered in Saint Louis, MO. The investment advisory business has offices in 10 locations and a total of 55 employees. It handles $2 billion in total assets across its 4,657 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises nine charities and foundations. Smith, Moore & Co performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically depend on the financial services offered. Fees billed by Smith, Moore & Co likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

40 Corporate Woods 9401 Indian Creek Parkway Suite 1050
Overland Park, KS 66210

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Smith, Moore & Co Brokerage Details

Total Assets Under Management

$1,451,104,109

KS Average: $11,469,110,461
Total Number of Employees

55

KS Average: 458
Total Number of Accounts

4,657

KS Average: 33,415
Average Account Size

$311,596

KS Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Austin Alejos Work History

Austin has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Smith, Moore & Co

2018 - 2018 (< 1 year)

Paragon Capital Management

2017 - 2017 (< 1 year)

Cinetopia

2017 - 2017 (< 1 year)

Green Lantern

2017 - 2017 (< 1 year)

Johnson County Community College

2016 - 2016 (< 1 year)

Top Golf

2016 - 2016 (< 1 year)

St. Louis Community College

2015 - 2019 (4 years)

Drury University

2015 - 2016 (1 year)

Lindenwood University

2014 - 2015 (1 year)

Blue Valley North

2013 - 2015 (2 years)

Blue Valley Recreation

2013 - 2015 (2 years)

Blue Valley Recreation

2011 - 2014 (3 years)

Blue Valley West

*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 Austin Alejos 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 Smith Moore & Co

Lauren Hemmen
Effingham, IL
Ian Rothbarth
Saint Louis, MO
Christina Hake
Jefferson City, MO
Donna Zoeller
Saint Louis, MO
Danny Moore
Brandon, MS
Kyle Shaw
Saint Louis, MO
Todd Barnthouse
Brandon, MS
Cory Downer
Saint Louis, MO

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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