George
Salley
Smith Salley Wealth Management
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About this Advisor
George Salley is a chartered financial analyst working in Greensboro, North Carolina with 19 years of relevant experience. Salley is an advisor for Smith Salley Wealth Management. They have been employed by Smith Salley Wealth Management for all of their career. Salley has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in North Carolina. Smith Salley Wealth Management is a financial advisory firm that has its headquarters in Greensboro, NC. The company has offices in two locations and a total of 17 employees. It handles $3 billion in assets between its 2,136 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves six charitable organizations. Of its 2,136 client accounts, 48% are held by high-net-worth investors who have at least $1 million in assets. The advisory firm provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules largely vary depending on which services the firm provides the client. However, fee types charged by Smith Salley Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Smith Salley Wealth Management Brokerage Details
$2,709,592,506
17
2,136
$1,268,536
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
George Salley Work History
George has been registered as a financial advisor for 19 years.*
Smith, Salley & Associates, 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 George Salley 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 Smith Salley Wealth Management
Greensboro, NC
Greensboro, NC
Greensboro, NC
Greensboro, NC
Greensboro, NC
Greensboro, NC
Greensboro, NC
Greensboro, NC
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