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Lewis Michael Smith

MONOLITH ADVISORS LLC·BUFFALO, New York
Clean recordMONOLITH ADVISORS LLC
737 MAIN STREET, SUITE 100, BUFFALO, NY 14203CRD# 2160378Firm CRD# 166717

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lewis Michael Smith · BUFFALO, NY
Registration
CRD #2160378 · MONOLITH ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lewis Michael Smith is a registered financial advisor based in BUFFALO, New York, affiliated with MONOLITH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
MILESTONE WEALTH, LLC
MILESTONE WEALTH, LLC
AUM
$103M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at MILESTONE WEALTH, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2160378
Firm CRD# 166717
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lewis Michael Smith offer?
Lewis Michael Smith specializes in Investment Management, Fee-Only Advisory. Contact their office in BUFFALO, New York for a consultation.
What are Lewis Michael Smith's credentials?
Lewis Michael Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lewis Michael Smith located?
Lewis Michael Smith is based in BUFFALO, New York, working with MONOLITH ADVISORS LLC. Their office serves clients in the BUFFALO metropolitan area and surrounding communities.
How does Lewis Michael Smith charge for services?
Lewis Michael 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 MONOLITH ADVISORS LLC?
MONOLITH ADVISORS LLC has approximately 1 employees and manages $103M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MONOLITH ADVISORS LLC

Austin V Kelly
BUFFALO, NY
Amy Lynn Fogle
BUFFALO, NY
John Theodore Bair
BUFFALO, NY

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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