Prentiss
Smith
Prentiss Smith & Company, Inc
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About this Advisor
Prentiss Smith is a financial advisor based in Brattleboro, Vermont, working with Prentiss Smith & Company, Inc. Prentiss has previously held a position at Prentiss Smith & Company, Inc. Prentiss has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut, Massachusetts, New Hampshire, Texas, and Vermont. Currently, Prentiss is part of Prentiss Smith & Company, Inc, which operates out of Brattleboro, Vermont. The firm has 1 office and 9 employees. The firm manages assets totaling $439.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters, and other services. The fee structure at Prentiss Smith & Company, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Prentiss Smith & Company, Inc Brokerage Details
$439,065,707
9
655
$670,329
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Other
Prentiss Smith Work History
Prentiss Smith & Company, Inc
Disclosures
Please visit the SEC profile of Prentiss 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 Prentiss Smith & Company, Inc
Brattleboro, VT
Brattleboro, VT
Brattleboro, VT
Brattleboro, VT
Brattleboro, VT
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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