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Andrew Lee Smith

FINANCIAL ADVANTAGE INC·COLUMBIA, Maryland
Unclaimed Profile
10211 WINCOPIN CIRCLE, COLUMBIA, MD 21044-3308CRD# 6382600Firm CRD# 104610
01

About

Andrew Lee Smith is a registered financial advisor based in COLUMBIA, Maryland, affiliated with FINANCIAL ADVANTAGE INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
FINANCIAL ADVANTAGE INC
FAI WEALTH MANAGEMENT
AUM
$283M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at FINANCIAL ADVANTAGE INC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6382600
Firm CRD# 104610
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrew Lee Smith offer?
Andrew Lee Smith specializes in Financial Planning, Investment Management. Contact their office in COLUMBIA, Maryland for a consultation.
What are Andrew Lee Smith's credentials?
Andrew Lee Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Lee Smith located?
Andrew Lee Smith is based in COLUMBIA, Maryland, working with FINANCIAL ADVANTAGE INC. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.
How does Andrew Lee Smith charge for services?
Andrew Lee 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 FINANCIAL ADVANTAGE INC?
FINANCIAL ADVANTAGE INC has approximately 8 employees and manages $283M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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
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