F
Smith
Capital Counsel LLC
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About this Advisor
F Smith is a financial advisor working out of New York, New York who has 2 years of relevant experience. Smith is on the advisory team at Capital Counsel LLC. They have spent their complete employment at Capital Counsel Llc. Smith has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in New York and Texas. Capital Counsel LLC is a financial advisory firm that has its headquarters in New York, NY. It manages $2 billion in total assets between its 676 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves seven charities and foundations. Of its 676 accounts, 87% are held by high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fees billed by Capital Counsel LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capital Counsel LLC Brokerage Details
$1,978,456,686
13
676
$2,926,711
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
F Smith Work History
F has been registered as a financial advisor for 2 years.*
Capital Counsel LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of F 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 Capital Counsel LLC
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
