Unclaimed Profile

Linda W Sullivan

SMITH MOORE & CO.·CLAYTON, Missouri

SMITH MOORE & CO.

7777 BONHOMME AVENUE, CLAYTON, MO 63105CRD# 4008534Firm CRD# 3441

Profile Verification

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

Identity

Linda W Sullivan · CLAYTON, MO

Registration

CRD #4008534 · SMITH MOORE & CO.

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Linda W Sullivan is a registered financial advisor based in CLAYTON, Missouri, affiliated with SMITH MOORE & CO.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SMITH MOORE & CO.

AUM

$1.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at SMITH MOORE & CO. →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4008534

Firm CRD# 3441

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Linda W Sullivan offer?

Linda W Sullivan specializes in Financial Planning, Investment Management. Contact their office in CLAYTON, Missouri for a consultation.

What are Linda W Sullivan's credentials?

Linda W Sullivan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Linda W Sullivan located?

Linda W Sullivan is based in CLAYTON, Missouri, working with SMITH MOORE & CO.. Their office serves clients in the CLAYTON metropolitan area and surrounding communities.

How does Linda W Sullivan charge for services?

Linda W Sullivan'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 SMITH MOORE & CO.?

SMITH MOORE & CO. has approximately 65 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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