Michael
Smith-Vaughan

Prio Wealth Limited Partnership

CRD#6058625
Investment Advisor
in Boston, MA
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

265 Franklin Street 20Th Floor
Boston, MA 02110-3199

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Prio Wealth Limited Partnership Brokerage Details

Total Assets Under Management

$2,560,190,632

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

23

MA Average: 118
Total Number of Accounts

1,502

MA Average: 4,567
Average Account Size

$1,704,521

MA Average: $3,506,186

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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.

2018 - Present (1 year)

Prio Wealth Lp

2017 - Present (2 years)

E*Trade Securities LLC

2017 - Present (2 years)

E*Trade Capital Management LLC

2012 - 2017 (5 years)

Fidelity Investments

2011 - 2012 (1 year)

Sunlight Solar Energy

2008 - 2011 (3 years)

Campus Shirts

2008 - 2011 (3 years)

Brandeis University - Student Service Bureau

2008 - 2011 (3 years)

Brandeis University

Disclosures

Michael Smith-Vaughan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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