AdvisorOS Directory
Claim Profile
ES

Erin Michele Smith

ACCORDANT ADVISORY GROUP, INC.·ANNAPOLIS, Maryland
Unclaimed Profile
309 THIRD STREET, ANNAPOLIS, MD 21403-2509CRD# 4275977Firm CRD# 117474
01

About

Erin Michele Smith is a registered financial advisor based in ANNAPOLIS, Maryland, affiliated with ACCORDANT ADVISORY GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ACCORDANT ADVISORY GROUP, INC.
ACCORDANT ADVISORY GROUP, INC.
AUM
$235M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ACCORDANT ADVISORY GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4275977
Firm CRD# 117474
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ANNAPOLIS?

Browse all registered financial advisors in ANNAPOLIS, Maryland or claim this profile if it's yours.

Browse ANNAPOLIS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Erin Michele Smith offer?
Erin Michele Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ANNAPOLIS, Maryland for a consultation.
What are Erin Michele Smith's credentials?
Erin Michele Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Erin Michele Smith located?
Erin Michele Smith is based in ANNAPOLIS, Maryland, working with ACCORDANT ADVISORY GROUP, INC.. Their office serves clients in the ANNAPOLIS metropolitan area and surrounding communities.
How does Erin Michele Smith charge for services?
Erin Michele Smith's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACCORDANT ADVISORY GROUP, INC.?
ACCORDANT ADVISORY GROUP, INC. has approximately 3 employees and manages $235M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ANNAPOLIS
John Russell Taylor — FINANCIAL CONCEPTS UNLIMITED, INC.John Cammett — REALTERM TRANSPORTATION LLCEdward Philip Brickley — REALTERM TRANSPORTATION LLCBruce Steven Kromminga — WESTBOURNE INVESTMENT ADVISORS INC.Amanda Battist — REALTERM TRANSPORTATION LLC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile