Unclaimed Profile

Randy Eugene Smith

FAIRWAY FINANCIAL, LLC·CASSELBERRY, Florida

Clean recordFAIRWAY FINANCIAL, LLC

950 S WINTER PARK DRIVE, CASSELBERRY, FL 32707CRD# 3166132Firm CRD# 134675

Profile Verification

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

Identity

Randy Eugene Smith · CASSELBERRY, FL

Registration

CRD #3166132 · FAIRWAY FINANCIAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Randy Eugene Smith is a registered financial advisor based in CASSELBERRY, Florida, affiliated with FAIRWAY FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

FAIRWAY FINANCIAL, LLC

AUM

$122M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FAIRWAY FINANCIAL, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 3166132

Firm CRD# 134675

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Randy Eugene Smith offer?

Randy Eugene Smith specializes in Financial Planning, Investment Management. Contact their office in CASSELBERRY, Florida for a consultation.

What are Randy Eugene Smith's credentials?

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

Where is Randy Eugene Smith located?

Randy Eugene Smith is based in CASSELBERRY, Florida, working with FAIRWAY FINANCIAL, LLC. Their office serves clients in the CASSELBERRY metropolitan area and surrounding communities.

How does Randy Eugene Smith charge for services?

Randy Eugene Smith's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FAIRWAY FINANCIAL, LLC?

FAIRWAY FINANCIAL, LLC has approximately 3 employees and manages $122M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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