Unclaimed Profile

James Byrun Smith

ACCOLADE INVESTMENT ADVISORY, LLC·TALLAHASEE, Florida

Clean recordACCOLADE INVESTMENT ADVISORY, LLC

3692 COOLIDGE COURT, TALLAHASEE, FL 32311CRD# 5657573Firm CRD# 145635

Profile Verification

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

Identity

James Byrun Smith · TALLAHASEE, FL

Registration

CRD #5657573 · ACCOLADE INVESTMENT ADVISORY, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Byrun Smith is a registered financial advisor based in TALLAHASEE, Florida, affiliated with ACCOLADE INVESTMENT ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

ACCOLADE INVESTMENT ADVISORY, LLC

ACCOLADE ASSET/LIABILITY ADVISORY SERVICES

AUM

$1.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ACCOLADE INVESTMENT ADVISORY, LLC →

Services

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5657573

Firm CRD# 145635

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Byrun Smith offer?

James Byrun Smith specializes in Wealth Management. Contact their office in TALLAHASEE, Florida for a consultation.

What are James Byrun Smith's credentials?

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

Where is James Byrun Smith located?

James Byrun Smith is based in TALLAHASEE, Florida, working with ACCOLADE INVESTMENT ADVISORY, LLC. Their office serves clients in the TALLAHASEE metropolitan area and surrounding communities.

How does James Byrun Smith charge for services?

James Byrun 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 ACCOLADE INVESTMENT ADVISORY, LLC?

ACCOLADE INVESTMENT ADVISORY, LLC has approximately 6 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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