Unclaimed Profile

Erin Michele Smith

ACCORDANT ADVISORY GROUP, INC.·ANNAPOLIS, Maryland

SIE, Series 7, Series 65, Series 66CFPClean record25 years registeredACCORDANT ADVISORY GROUP, INC.

309 THIRD STREET, ANNAPOLIS, MD 21403-2509CRD# 4275977Firm CRD# 117474

Profile Verification

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

Identity

Erin Michele Smith · ANNAPOLIS, MD

Registration

CRD #4275977 · ACCORDANT ADVISORY GROUP, INC. · 25 years registered

Brand Profile

Not yet started

Career History

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Apr 2024 – present

RAYMOND JAMES FINANCIAL SERVICES, INC.

Sep 2000 – present

ACCORDANT ADVISORY GROUP, INC.

Jul 2012 – Apr 2024

FAIRFAX, VA

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2009 – Jul 2012

FAIRFAX, VA

RAYMOND JAMES FINANCIAL SERVICES

Apr 2004 – Jan 2009

Leesburg, VA

SUMMIT FINANCIAL GROUP, INC.

Jan 2004 – Apr 2004

SPRINGFIELD, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Series 66

Registration record

First registered · September 29, 2000

Years registered · 25

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ACCORDANT ADVISORY GROUP, INC.

CRD 117474 · SEC 801-111762

AUM

$235M

Regulatory assets under management

Employees

570 client accounts

Services offered by ACCORDANT ADVISORY GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ACCORDANT ADVISORY GROUP, INC. →

Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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.

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