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Jeffrey Robert Smith

NORTH SHORE INVESTMENT CONSULTING LLC·WILMETTE, Illinois
Clean recordNORTH 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Robert Smith is a registered financial advisor based in WILMETTE, Illinois, affiliated with NORTH SHORE INVESTMENT CONSULTING LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
NORTH SHORE INVESTMENT CONSULTING LLC
NORTH SHORE INVESTMENT CONSULTING LLC
AUM
$141M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at NORTH SHORE INVESTMENT CONSULTING LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1750020
Firm CRD# 131763
View on FINRA BrokerCheck →

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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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Other Advisors at NORTH SHORE INVESTMENT CONSULTING LLC

Darlene Ann Smith
WILMETTE, IL

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