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Christopher Lynn Smith

SER CAPITAL PARTNERS MANAGEMENT, LP·REDWOOD CITY, California
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3 TWIN DOLPHIN DRIVE, REDWOOD CITY, CA 94065CRD# 5343358Firm CRD# 307713
01

About

Christopher Lynn Smith is a registered financial advisor based in REDWOOD CITY, California, affiliated with SER CAPITAL PARTNERS MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SER CAPITAL PARTNERS MANAGEMENT, LP
SER CAPITAL PARTNERS MANAGEMENT, LP
AUM
$471M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at SER CAPITAL PARTNERS MANAGEMENT, LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5343358
Firm CRD# 307713
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christopher Lynn Smith offer?
Christopher Lynn Smith specializes in Retirement Planning. Contact their office in REDWOOD CITY, California for a consultation.
What are Christopher Lynn Smith's credentials?
Christopher Lynn Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Lynn Smith located?
Christopher Lynn Smith is based in REDWOOD CITY, California, working with SER CAPITAL PARTNERS MANAGEMENT, LP. Their office serves clients in the REDWOOD CITY metropolitan area and surrounding communities.
How does Christopher Lynn Smith charge for services?
Christopher Lynn Smith's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SER CAPITAL PARTNERS MANAGEMENT, LP?
SER CAPITAL PARTNERS MANAGEMENT, LP has approximately 8 employees and manages $471M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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