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Eric Allen Smith

BALANCE SHEET SOLUTIONS LLC·WARRENVILLE, Illinois
Series 27Clean recordBALANCE SHEET SOLUTIONS LLC
4450 WEAVER PARKWAY, WARRENVILLE, IL 60555-3926CRD# 4661918Firm CRD# 124786

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eric Allen Smith · WARRENVILLE, IL
Registration
CRD #4661918 · BALANCE SHEET SOLUTIONS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 27
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
BALANCE SHEET SOLUTIONS LLC
CRD 124786 · SEC 801-63345
AUM
$908M
Regulatory assets under management
Employees
28
22 client accounts
Services offered by BALANCE SHEET SOLUTIONS LLC
Per Form ADV
Selection of other advisers
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Nonprofits & Foundations
View all advisors at BALANCE SHEET SOLUTIONS LLC →
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Frequently Asked Questions

What services does Eric Allen Smith offer?
Eric Allen Smith specializes in Wealth Management. Contact their office in WARRENVILLE, Illinois for a consultation.
What are Eric Allen Smith's credentials?
Eric Allen Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Allen Smith located?
Eric Allen Smith is based in WARRENVILLE, Illinois, working with BALANCE SHEET SOLUTIONS LLC. Their office serves clients in the WARRENVILLE metropolitan area and surrounding communities.
How does Eric Allen Smith charge for services?
Eric Allen Smith's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BALANCE SHEET SOLUTIONS LLC?
BALANCE SHEET SOLUTIONS LLC has approximately 28 employees and manages $908M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BALANCE SHEET SOLUTIONS LLC

Mark Allen Schieffer
NAPERVILLE, IL
Daniel Lawrence Mcintyre
WARRENVILLE, IL
Andrew Robert Kohl
WARRENVILLE, IL
James Andrew Toliver
WARRENVILLE, IL
CFA
Darren Daniel Fago
NAPERVILLE, IL
John Joseph Almeida
WARRENVILLE, IL
CFA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
CHICAGO (1395)NAPERVILLE (72)DOWNERS GROVE (62)OAK BROOK (56)NORTHBROOK (52)WHEATON (44)DEERFIELD (42)ROCKFORD (36)EVANSTON (34)SPRINGFIELD (34)
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CHICAGO GuideNAPERVILLE GuideDOWNERS GROVE GuideOAK BROOK GuideNORTHBROOK Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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