Malik
Smith

Commons Capital, LLC

CRD#5068263
Investment Advisor
in Needham Heights, MA

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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

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

254 Second Avenue Suite 130
Needham Heights, MA 02494

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Commons Capital, LLC Brokerage Details

Total Assets Under Management

$173,420,262

MA Average: $16,012,751,954
Total Number of Employees

4

MA Average: 118
Total Number of Accounts

487

MA Average: 4,567
Average Account Size

$356,099

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Malik Smith Work History

2019 - Present (6 years)

Commons Capital Advisors, LLC

2019 - Present (6 years)

Leigh Baldwin & Co., LLC

2018 - 2019 (1 year)

Raymond James & Associates, Inc

2016 - 2018 (2 years)

Morgan Stanley Private Bank, N.A

2015 - 2018 (3 years)

Morgan Stanley

2012 - 2015 (3 years)

Kcg

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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

Malik Smith
Needham Heights, MA
Rose Thompson
Needham Heights, MA
Jonathan Straus
Needham Heights, MA
Robert Manschot
Needham Heights, MA

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