Unclaimed Profile

Thomas Eugene Levert

ANTHONY SMITH ADVISORS, INC.·ATLANTA, Georgia

Series 65Clean record19 years registeredANTHONY SMITH ADVISORS, INC.

2999 PIEDMONT ROAD, N.E., ATLANTA, GA 30305-2605CRD# 5255062Firm CRD# 125730

Profile Verification

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

Identity

Thomas Eugene Levert · ATLANTA, GA

Registration

CRD #5255062 · ANTHONY SMITH ADVISORS, INC. · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ANTHONY SMITH ADVISORS, INC.

PATTON ALBERTSON MILLER GROUP, LLC

Apr 2019 – Jul 2021

Atlanta, GA

ANTHONY SMITH ADVISORS, INC.

Apr 2011 – Apr 2019

ATLANTA, GA

ANTHONY SMITH ADVISORS, INC.

Jun 2007 – Mar 2008

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 21, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ANTHONY SMITH ADVISORS, INC.

CRD 125730 · SEC 801-67771

AUM

$234M

Regulatory assets under management

Employees

515 client accounts

Services offered by ANTHONY SMITH ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ANTHONY SMITH ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Thomas Eugene Levert offer?

Thomas Eugene Levert specializes in Financial Planning, Investment Management.

What are Thomas Eugene Levert's credentials?

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

Where is Thomas Eugene Levert located?

Thomas Eugene Levert is based in ATLANTA, Georgia, last registered with ANTHONY SMITH ADVISORS, INC..

How does Thomas Eugene Levert charge for services?

Thomas Eugene Levert's firm is compensated through percentage of aum, hourly charges, subscription fees, other: investment monitoring fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ANTHONY SMITH ADVISORS, INC.?

ANTHONY SMITH ADVISORS, INC. has approximately 11 employees and manages $234M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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