Cynthia
De Sainte Maresville

Smithbridge Asset Management, Inc

CRD#2348319
Investment Advisor
in Chadds Ford, PA

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About this Advisor

Cynthia De Sainte Maresville is a financial advisor based in Chadds Ford, Pennsylvania, working with Smithbridge Asset Management, Inc. Cynthia has previously held positions at Mml Investors Services, LLC, Quantum Strategies, LLC, Msi Financial Services, Inc, Smithbridge Asset Management Inc, Independent Insurance Agent, Metlife Securities, Inc, and Metropolitan Life Insurance Company. Cynthia has passed the Series 63 regulatory exam and is registered to provide services in Delaware and Pennsylvania. Currently, Cynthia is part of Smithbridge Asset Management, Inc, which operates out of Chadds Ford, Pennsylvania. The firm has 1 office and 11 employees. The firm manages assets totaling $613.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Smithbridge Asset Management, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

116 Commons Court
Chadds Ford, PA 19317

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Smithbridge Asset Management, Inc Brokerage Details

Total Assets Under Management

$613,003,476

PA Average: $15,833,994,310
Total Number of Employees

11

PA Average: 41
Total Number of Accounts

944

PA Average: 3,342
Average Account Size

$649,368

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Cynthia De Sainte Maresville Work History

2022 - Present (2 years)

Smithbridge Asset Management Inc

1994 - Present (30 years)

Independent Insurance Agent

2020 - 2022 (2 years)

Quantum Strategies, LLC

2019 - 2022 (3 years)

Quantum Strategies, LLC

2017 - 2019 (2 years)

Mml Investors Services, LLC

2017 - 2019 (2 years)

Mml Investors Services, LLC

2003 - 2017 (14 years)

Msi Financial Services, Inc

2002 - 2017 (15 years)

Msi Financial Services, Inc

2002 - 2017 (15 years)

Metlife Securities, Inc

2002 - 2017 (15 years)

Metropolitan Life Insurance Company

Disclosures

Please visit the SEC profile of Cynthia De Sainte Maresville 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 Smithbridge Asset Management, Inc

Brendan Keane
Chadds Ford, PA
James Kelly
Chadds Ford, PA
Shawn Keane
Chadds Ford, PA
Jonathan Kolle
Chadds Ford, PA
Daniel Morris
Chadds Ford, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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.

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