Unclaimed Profile

Micheal C Smith

FINANCIAL SYMMETRY INCORPORATED·RALEIGH, North Carolina

Series 65Clean record23 years registeredFINANCIAL SYMMETRY INCORPORATED

5438 WADE PARK BLVD, RALEIGH, NC 27607CRD# 4647168Firm CRD# 118443

Profile Verification

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

Identity

Micheal C Smith · RALEIGH, NC

Registration

CRD #4647168 · FINANCIAL SYMMETRY INCORPORATED · 23 years registered

Brand Profile

Not yet started

Career History

FINANCIAL SYMMETRY INC.

Jan 2017 – present

FINANCAL SYMMETRY INC.

Jun 2003 – Dec 2009

RALEIGH, NC

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 9, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL SYMMETRY INCORPORATED

CRD 118443 · SEC 801-62698

AUM

$1.0B

Regulatory assets under management

Employees

4,599 client accounts

Services offered by FINANCIAL SYMMETRY INCORPORATED

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINANCIAL SYMMETRY INCORPORATED →

Introduction

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Frequently Asked Questions

What services does Micheal C Smith offer?

Micheal C Smith specializes in Financial Planning, Investment Management. Contact their office in RALEIGH, North Carolina for a consultation.

What are Micheal C Smith's credentials?

Micheal C Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Micheal C Smith located?

Micheal C Smith is based in RALEIGH, North Carolina, working with FINANCIAL SYMMETRY INCORPORATED. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.

How does Micheal C Smith charge for services?

Micheal C Smith'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 FINANCIAL SYMMETRY INCORPORATED?

FINANCIAL SYMMETRY INCORPORATED has approximately 29 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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