Eric
Smith
Invicta Advisors LLC
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About this Advisor
Eric Smith is a financial advisor based in Marcus Hook, Pennsylvania, working with Invicta Advisors LLC. Eric has previously held positions 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. Eric has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Pennsylvania. Currently, Eric is part of Invicta Advisors LLC, which operates out of Marcus Hook, Pennsylvania. The firm has 4 offices and 43 employees. The firm manages assets totaling $192.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Invicta Advisors LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Invicta Advisors LLC Brokerage Details
$192,282,372
43
1,192
$161,311
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Eric Smith Work History
Invicta Advisors, LLC
Invicta Capital LLC
1682 Wealth Management, LLC
Trustmont Advisory Group, Inc
Trustmont Financial Group, Inc
Karen W. Dewar Registered Rep
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
Crested Butte, CO
Monroeville, PA
Monroeville, PA
Loveland, CO
Monroeville, PA
Western Springs, IL
Marcus Hook, PA
Basalt, CO
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