Unclaimed Profile

George Mackay Salley

SMITH, SALLEY & ASSOCIATES, LLC·GREENSBORO, North Carolina

Series 63, Series 65Clean record22 years registeredSMITH, SALLEY & ASSOCIATES, LLC

324 WEST WENDOVER AVENUE, GREENSBORO, NC 27408CRD# 2368869Firm CRD# 129614

Profile Verification

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

Identity

George Mackay Salley · GREENSBORO, NC

Registration

CRD #2368869 · SMITH, SALLEY & ASSOCIATES, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SMITH, SALLEY & ASSOCIATES, LLC

SMITH SALLEY WEALTH MANAGEMENT

Jan 2004 – Jun 2024

GREENSBORO, NC

Registrations & Exams

FINRA examinations passed

Series 63

Series 65

Registration record

First registered · January 20, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SMITH, SALLEY & ASSOCIATES, LLC

CRD 129614 · SEC 801-62538

AUM

$3.1B

Regulatory assets under management

Employees

2,327 client accounts

Services offered by SMITH, SALLEY & ASSOCIATES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SMITH, SALLEY & ASSOCIATES, LLC →

Introduction

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Frequently Asked Questions

What services does George Mackay Salley offer?

George Mackay Salley specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are George Mackay Salley's credentials?

George Mackay Salley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is George Mackay Salley located?

George Mackay Salley is based in GREENSBORO, North Carolina, last registered with SMITH, SALLEY & ASSOCIATES, LLC.

How does George Mackay Salley charge for services?

George Mackay Salley'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 SMITH, SALLEY & ASSOCIATES, LLC?

SMITH, SALLEY & ASSOCIATES, LLC has approximately 19 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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