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Stephen Edward Boatman

SMITH PARTNERS WEALTH MANAGEMENT, LLC·GREENSBORO, North Carolina
Series 65Clean record10 years registeredSMITH PARTNERS WEALTH MANAGEMENT, LLC
128 E FISHER AVE, GREENSBORO, NC 27401-2034CRD# 6580619Firm CRD# 112231

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Edward Boatman · GREENSBORO, NC
Registration
CRD #6580619 · SMITH PARTNERS WEALTH MANAGEMENT, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

FLAT FEE FINANCIAL LLC
Nov 2023 – present
SMITH PARTNERS WEALTH MANAGEMENT, LLC
Dec 2015 – Oct 2023
GREENSBORO, NC
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 21, 2015
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SMITH PARTNERS WEALTH MANAGEMENT, LLC
CRD 112231 · SEC 801-120950
AUM
$150M
Regulatory assets under management
Employees
4
470 client accounts
Services offered by SMITH PARTNERS WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SMITH PARTNERS WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Stephen Edward Boatman offer?
Stephen Edward Boatman specializes in Financial Planning, Investment Management. Contact their office in GREENSBORO, North Carolina for a consultation.
What are Stephen Edward Boatman's credentials?
Stephen Edward Boatman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Edward Boatman located?
Stephen Edward Boatman is based in GREENSBORO, North Carolina, working with SMITH PARTNERS WEALTH MANAGEMENT, LLC. Their office serves clients in the GREENSBORO metropolitan area and surrounding communities.
How does Stephen Edward Boatman charge for services?
Stephen Edward Boatman'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 PARTNERS WEALTH MANAGEMENT, LLC?
SMITH PARTNERS WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $150M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SMITH PARTNERS WEALTH MANAGEMENT, LLC

Jonathan Wilds Smith
GREENSBORO, NC
Justin Winship Smith
GREENSBORO, NC

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Research
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