Unclaimed Profile

Gregory S Smith

L. ROY PAPP & ASSOCIATES, LLP·PHOENIX, Arizona

Clean recordL. ROY PAPP & ASSOCIATES, LLP

2201 E. CAMELBACK ROAD, PHOENIX, AZ 85016CRD# 2722099Firm CRD# 105130

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gregory S Smith · PHOENIX, AZ

Registration

CRD #2722099 · L. ROY PAPP & ASSOCIATES, LLP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Gregory S Smith is a registered financial advisor based in PHOENIX, Arizona, affiliated with L. ROY PAPP & ASSOCIATES, LLP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

L. ROY PAPP & ASSOCIATES, LLP

AUM

$1.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at L. ROY PAPP & ASSOCIATES, LLP →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2722099

Firm CRD# 105130

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gregory S Smith offer?

Gregory S Smith specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PHOENIX, Arizona for a consultation.

What are Gregory S Smith's credentials?

Gregory S Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory S Smith located?

Gregory S Smith is based in PHOENIX, Arizona, working with L. ROY PAPP & ASSOCIATES, LLP. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.

How does Gregory S Smith charge for services?

Gregory S Smith's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is L. ROY PAPP & ASSOCIATES, LLP?

L. ROY PAPP & ASSOCIATES, LLP has approximately 10 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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