Unclaimed Profile

Pasquale Errichiello

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

SIE, Series 7, Series 31, Series 66CFPClean record16 years registeredSMITH, SALLEY & ASSOCIATES, LLC

324 WEST WENDOVER AVENUE, GREENSBORO, NC 27408CRD# 5773152Firm CRD# 129614

Profile Verification

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

Identity

Pasquale Errichiello · GREENSBORO, NC

Registration

CRD #5773152 · SMITH, SALLEY & ASSOCIATES, LLC · 16 years registered

Brand Profile

Not yet started

Career History

SMITH SALLEY WEALTH MANAGEMENT

Feb 2021 – present

WELLS FARGO CLEARING SERVICES, LLC

Sep 2013 – Feb 2021

GREENSBORO, NC

MORGAN STANLEY

Jul 2010 – Sep 2013

GREENSBORO, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · July 13, 2010

Years registered · 16

Professional designation · CFP

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 Pasquale Errichiello offer?

Pasquale Errichiello specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GREENSBORO, North Carolina for a consultation.

What are Pasquale Errichiello's credentials?

Pasquale Errichiello holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Pasquale Errichiello located?

Pasquale Errichiello is based in GREENSBORO, North Carolina, working with SMITH, SALLEY & ASSOCIATES, LLC. Their office serves clients in the GREENSBORO metropolitan area and surrounding communities.

How does Pasquale Errichiello charge for services?

Pasquale Errichiello'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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