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Charles Phelan Smith

CHAS. P. SMITH & ASSOCIATES, PA, CPA'S·LAKELAND, Florida
Unclaimed Profile
205 EAST ORANGE STREET, LAKELAND, FL 33801CRD# 2214693Firm CRD# 104914
01

About

Charles Phelan Smith is a registered financial advisor based in LAKELAND, Florida, affiliated with CHAS. P. SMITH & ASSOCIATES, PA, CPA'S. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CHAS. P. SMITH & ASSOCIATES, PA, CPA'S
CPS INVESTMENT ADVISORS
AUM
$2.4B
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at CHAS. P. SMITH & ASSOCIATES, PA, CPA'S →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2214693
Firm CRD# 104914
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Phelan Smith offer?
Charles Phelan Smith specializes in Financial Planning, Investment Management. Contact their office in LAKELAND, Florida for a consultation.
What are Charles Phelan Smith's credentials?
Charles Phelan Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Phelan Smith located?
Charles Phelan Smith is based in LAKELAND, Florida, working with CHAS. P. SMITH & ASSOCIATES, PA, CPA'S. Their office serves clients in the LAKELAND metropolitan area and surrounding communities.
How does Charles Phelan Smith charge for services?
Charles Phelan 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 CHAS. P. SMITH & ASSOCIATES, PA, CPA'S?
CHAS. P. SMITH & ASSOCIATES, PA, CPA'S has approximately 25 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
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