Prio Wealth Limited Partnership
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About this Advisor
Michael Smith-Vaughan is a certified financial planner based out of Boston, Massachusetts, who has 10 years of financial industry experience. Smith-Vaughan works at Prio Wealth Limited Partnership. Throughout their career, Smith-Vaughan has worked at Campus Shirts, Fidelity Investments, Sunlight Solar Energy, Brandeis University - Student Service Bureau, Brandeis University, Prio Wealth Lp, E*Trade Securities LLC and E*Trade Capital Management LLC. Smith-Vaughan has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Louisiana, Massachusetts, New Hampshire and Texas. Prio Wealth Limited Partnership is an advisory firm headquartered in Boston, Massachusetts. It manages $3 billion in total assets between its 1,522 client accounts, making it one of the largest firms in the United States by assets under management. The firm serves 36 charities and foundations. Of its 1,522 accounts, 28% are associated with high-net-worth clients who have more than $1 million in investable assets. The advisory firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules typically vary depending on which services the firm provides the client. However, fees billed by Prio Wealth Limited Partnership likely are comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Prio Wealth Limited Partnership Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Michael Smith-Vaughan Work History
Michael has 10 years of experience.
Prio Wealth Lp
E*Trade Securities LLC
E*Trade Capital Management LLC
Sunlight Solar Energy
Brandeis University - Student Service Bureau
Michael Smith-Vaughan has no disclosures.
Please visit their SEC profile for more details.