Unclaimed Profile

William Andrew Donovan

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

Series 65Clean record10 years registeredSMITH, SALLEY & ASSOCIATES, LLC

324 WEST WENDOVER AVENUE, GREENSBORO, NC 27408CRD# 6539589Firm CRD# 129614

Profile Verification

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

Identity

William Andrew Donovan · GREENSBORO, NC

Registration

CRD #6539589 · SMITH, SALLEY & ASSOCIATES, LLC · 10 years registered

Brand Profile

Not yet started

Career History

SMITH SALLEY WEALTH MANAGEMENT

Sep 2015 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 11, 2015

Years registered · 10

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

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GREENSBORO?

Browse all registered financial advisors in GREENSBORO, North Carolina or claim this profile if it's yours.

Browse GREENSBORO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does William Andrew Donovan offer?

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

What are William Andrew Donovan's credentials?

William Andrew Donovan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Andrew Donovan located?

William Andrew Donovan 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 William Andrew Donovan charge for services?

William Andrew Donovan'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →