Unclaimed Profile

William Andrew Donovan

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

Clean recordSMITH, 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Andrew Donovan is a registered financial advisor based in GREENSBORO, North Carolina, affiliated with SMITH, SALLEY & ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SMITH, SALLEY & ASSOCIATES, LLC

SMITH SALLEY WEALTH MANAGEMENT

AUM

$3.1B

Regulatory assets under management

Employees

Total firm employees

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

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6539589

Firm CRD# 129614

View on FINRA BrokerCheck →

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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.

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