Unclaimed Profile

Michelle Marie Smith

SOURCE FINANCIAL ADVISORS, LLC·NEW YORK, New York

SOURCE FINANCIAL ADVISORS, LLC

545 FIFTH AVENUE, NEW YORK, NY 10017CRD# 1588779Firm CRD# 164825

Profile Verification

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

Identity

Michelle Marie Smith · NEW YORK, NY

Registration

CRD #1588779 · SOURCE FINANCIAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Michelle Marie Smith is a registered financial advisor based in NEW YORK, New York, affiliated with SOURCE FINANCIAL ADVISORS, LLC. 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

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

SOURCE FINANCIAL ADVISORS, LLC

AUM

$519M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SOURCE FINANCIAL ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: SEMINARS

Regulatory

SEC/IARD CRD# 1588779

Firm CRD# 164825

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michelle Marie Smith offer?

Michelle Marie Smith specializes in Financial Planning, Investment Management. Contact their office in NEW YORK, New York for a consultation.

What are Michelle Marie Smith's credentials?

Michelle Marie Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michelle Marie Smith located?

Michelle Marie Smith is based in NEW YORK, New York, working with SOURCE FINANCIAL ADVISORS, LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Michelle Marie Smith charge for services?

Michelle Marie Smith's firm is compensated through percentage of aum, hourly charges, subscription fees, other: seminars. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SOURCE FINANCIAL ADVISORS, LLC?

SOURCE FINANCIAL ADVISORS, LLC has approximately 4 employees and manages $519M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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