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Scott Randall Smith

SQN INVESTORS LP·REDWOOD CITY, California
Unclaimed Profile
303 TWIN DOLPHIN DRIVE, REDWOOD CITY, CA 94065CRD# 2943398Firm CRD# 171505
01

About

Scott Randall Smith is a registered financial advisor based in REDWOOD CITY, California, affiliated with SQN INVESTORS 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
SQN INVESTORS LP
SQN INVESTORS LP
AUM
$279M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at SQN INVESTORS LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: PERFORMANCED BASED PROFIT ALLOCATION
Regulatory
SEC/IARD CRD# 2943398
Firm CRD# 171505
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Scott Randall Smith offer?
Scott Randall Smith specializes in Retirement Planning. Contact their office in REDWOOD CITY, California for a consultation.
What are Scott Randall Smith's credentials?
Scott Randall Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Randall Smith located?
Scott Randall Smith is based in REDWOOD CITY, California, working with SQN INVESTORS LP. Their office serves clients in the REDWOOD CITY metropolitan area and surrounding communities.
How does Scott Randall Smith charge for services?
Scott Randall Smith's firm is compensated through percentage of aum, other: performanced based profit allocation. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SQN INVESTORS LP?
SQN INVESTORS LP is a registered investment adviser with the SEC, managing $279M in regulatory assets under management. See their Form ADV for full details.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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