Unclaimed Profile

Heidi Brake Smith

CAMELOT MANAGEMENT CORPORATION·GREENWICH, Connecticut

CAMELOT MANAGEMENT CORPORATION

4 GREENWICH OFFICE PARK, GREENWICH, CT 06831CRD# 1678894Firm CRD# 124391

Profile Verification

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

Identity

Heidi Brake Smith · GREENWICH, CT

Registration

CRD #1678894 · CAMELOT MANAGEMENT CORPORATION

Brand Profile

Not yet started

Disclosure history

Disclosure history pending

About

Heidi Brake Smith is a registered financial advisor based in GREENWICH, Connecticut, affiliated with CAMELOT MANAGEMENT CORPORATION. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

CAMELOT MANAGEMENT CORPORATION

AUM

—

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at CAMELOT MANAGEMENT CORPORATION →

Background

Compensation

Compensation details will be added during enrichment.

Regulatory

SEC/IARD CRD# 1678894

Firm CRD# 124391

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Frequently Asked Questions

What services does Heidi Brake Smith offer?

Heidi Brake Smith is a registered financial advisor in GREENWICH, Connecticut. Contact their office for details on services offered.

What are Heidi Brake Smith's credentials?

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

Where is Heidi Brake Smith located?

Heidi Brake Smith is based in GREENWICH, Connecticut, working with CAMELOT MANAGEMENT CORPORATION. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.

How large is CAMELOT MANAGEMENT CORPORATION?

CAMELOT MANAGEMENT CORPORATION is a registered investment adviser with the SEC. See their Form ADV for full details.

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