Eric
Smith
Invicta Advisors LLC
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About this Advisor
Eric Smith is a financial advisor who works out of Marcus Hook, Pennsylvania with 5 years of relevant experience. Smith currently works for Invicta Advisors LLC. Over the course of their career, Smith has held roles at Karen W. Dewar Registered Rep, Trustmont Financial Group, Inc, 1682 Wealth Management, LLC, Trustmont Advisory Group, Inc, Invicta Advisors, LLC and Invicta Capital LLC. Smith maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Pennsylvania. Invicta Advisors LLC is a firm based in Monroeville, PA. The company has offices in five locations and a total of 36 financial advisors. It handles $422 million in assets between its 3,108 customer accounts, placing it among the larger investment advisory firms in the United States by assets under management. Of its 3,108 client accounts, 30% are held by high-net-worth individuals who have more than $1 million in investable assets. The company offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees usually are based on the services offered. Fee types charged by Invicta Advisors LLC can consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Invicta Advisors LLC Brokerage Details
$421,922,781
36
3,108
$135,754
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Eric Smith Work History
Eric has been registered as a financial advisor for 5 years.*
Invicta Advisors, LLC
Invicta Capital LLC
1682 Wealth Management, LLC
Trustmont Advisory Group, Inc
Trustmont Financial Group, Inc
Karen W. Dewar Registered Rep
*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 Eric 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 Invicta Advisors LLC
Basalt, CO
Monroeville, PA
Williamsport, PA
Monroeville, PA
Loveland, CO
Monroeville, PA
Marcus Hook, PA
Marcus Hook, PA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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