Reid
Smith
David Wendell Associates, Inc
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About this Advisor
Reid Smith is a financial advisor based in Portsmouth, New Hampshire, working with David Wendell Associates, Inc. Reid has previously held positions at David Wendell Associates, Inc and R.M. Davis, Inc. Reid has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Hampshire. Currently, Reid is part of David Wendell Associates, Inc, which operates out of Portsmouth, New Hampshire. The firm has 5 employees and manages assets totaling $1.3 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at David Wendell Associates, Inc includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
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David Wendell Associates, Inc Brokerage Details
$1,270,956,000
5
487
$2,609,766
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Reid Smith Work History
R.M. Davis, Inc
David Wendell Associates, Inc
Disclosures
Please visit the SEC profile of Reid 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 David Wendell Associates, Inc
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
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