Unclaimed Profile

Stephen Michael Smith

GI MANAGER L.P.·SAN FRANCISCO, California

Clean recordGI MANAGER L.P.

188 THE EMBARCADERO, SAN FRANCISCO, CA 94105CRD# 7245359Firm CRD# 161573

Profile Verification

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

Identity

Stephen Michael Smith · SAN FRANCISCO, CA

Registration

CRD #7245359 · GI MANAGER L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Stephen Michael Smith is a registered financial advisor based in SAN FRANCISCO, California, affiliated with GI MANAGER L.P.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

GI MANAGER L.P.

GI PARTNERS

AUM

$32.6B

Regulatory assets under management

Employees

152

Total firm employees

View all advisors at GI MANAGER L.P. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7245359

Firm CRD# 161573

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stephen Michael Smith offer?

Stephen Michael Smith specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.

What are Stephen Michael Smith's credentials?

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

Where is Stephen Michael Smith located?

Stephen Michael Smith is based in SAN FRANCISCO, California, working with GI MANAGER L.P.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Stephen Michael Smith charge for services?

Stephen Michael 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 GI MANAGER L.P.?

GI MANAGER L.P. has approximately 152 employees and manages $32.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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