Malik
Smith
Commons Capital, LLC
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About this Advisor
Malik Smith is a financial advisor based in Needham Heights, Massachusetts, working with Commons Capital, LLC. Malik has previously held positions at Kcg, Morgan Stanley Private Bank, N.A, Raymond James & Associates, Inc, Commons Capital Advisors, LLC, Leigh Baldwin & Co., LLC, and Morgan Stanley. Malik has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Malik is part of Commons Capital, LLC, which operates out of Needham Heights, Massachusetts. The firm has 1 office and 4 employees. The firm manages assets totaling $173.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Commons Capital, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Commons Capital, LLC Brokerage Details
$173,420,262
4
487
$356,099
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Malik Smith Work History
Commons Capital Advisors, LLC
Leigh Baldwin & Co., LLC
Raymond James & Associates, Inc
Morgan Stanley Private Bank, N.A
Morgan Stanley
Kcg
Disclosures
Please visit the SEC profile of Malik 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 Commons Capital, LLC
Needham Heights, MA
Needham Heights, MA
Needham Heights, MA
Needham Heights, MA
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