Unclaimed Profile

Roberta Olson Tucker

SMITH CAPITAL INVESTORS, LLC·DENVER, Colorado

SIE, Series 7, Series 24, Series 63, Series 65, Series 66Clean record17 years registeredSMITH CAPITAL INVESTORS, LLC

1430 BLAKE STREET, DENVER, CO 80202-1316CRD# 2279575Firm CRD# 294402

Profile Verification

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

Identity

Roberta Olson Tucker · DENVER, CO

Registration

CRD #2279575 · SMITH CAPITAL INVESTORS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SMITH CAPITAL INVESTORS, LLC

INVESCO ADVISERS, INC.

Jan 2010 – Nov 2012

ATLANTA, GA

INVESCO AIM PRIVATE ASSET MANAGEMENT, INC.

Jul 2008 – Jan 2010

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · July 30, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SMITH CAPITAL INVESTORS, LLC

CRD 294402 · SEC 801-113172

AUM

$3.7B

Regulatory assets under management

Employees

2 client accounts

Services offered by SMITH CAPITAL INVESTORS, LLC

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at SMITH CAPITAL INVESTORS, LLC →

Introduction

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Frequently Asked Questions

What services does Roberta Olson Tucker offer?

Roberta Olson Tucker specializes in Investment Management, Fee-Only Advisory.

What are Roberta Olson Tucker's credentials?

Roberta Olson Tucker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Roberta Olson Tucker located?

Roberta Olson Tucker is based in DENVER, Colorado, last registered with SMITH CAPITAL INVESTORS, LLC.

How does Roberta Olson Tucker charge for services?

Roberta Olson Tucker'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 SMITH CAPITAL INVESTORS, LLC?

SMITH CAPITAL INVESTORS, LLC has approximately 17 employees and manages $3.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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