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Jeffrey Robert Smith

NORTH SHORE INVESTMENT CONSULTING LLC·WILMETTE, Illinois
Series 3, Series 4, Series 7, Series 24, Series 63Clean record22 years registeredNORTH SHORE INVESTMENT CONSULTING LLC
1150 WILMETTE AVENUE, SUITE E, WILMETTE, IL 60091CRD# 1750020Firm CRD# 131763

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Robert Smith · WILMETTE, IL
Registration
CRD #1750020 · NORTH SHORE INVESTMENT CONSULTING LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

NORTH SHORE INVESTMENT CONSULTING LLC
Jul 2004 – present
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 4
Series 7
Series 24
Series 63
Registration record
First registered · July 6, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NORTH SHORE INVESTMENT CONSULTING LLC
CRD 131763 · SEC 801-118847
AUM
$141M
Regulatory assets under management
Employees
1
348 client accounts
Services offered by NORTH SHORE INVESTMENT CONSULTING LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NORTH SHORE INVESTMENT CONSULTING LLC →
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Frequently Asked Questions

What services does Jeffrey Robert Smith offer?
Jeffrey Robert Smith specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WILMETTE, Illinois for a consultation.
What are Jeffrey Robert Smith's credentials?
Jeffrey Robert Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Robert Smith located?
Jeffrey Robert Smith is based in WILMETTE, Illinois, working with NORTH SHORE INVESTMENT CONSULTING LLC. Their office serves clients in the WILMETTE metropolitan area and surrounding communities.
How does Jeffrey Robert Smith charge for services?
Jeffrey Robert Smith's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTH SHORE INVESTMENT CONSULTING LLC?
NORTH SHORE INVESTMENT CONSULTING LLC has approximately 1 employees and manages $141M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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