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Kelly Ann Smith

CEDAR BROOK FINANCIAL PARTNERS, LLC·CLEVELAND, Ohio
Unclaimed Profile
5885 LANDERBROOK DRIVE, CLEVELAND, OH 44124CRD# 2521388Firm CRD# 290670
01

About

Kelly Ann Smith is a registered financial advisor based in CLEVELAND, Ohio, affiliated with CEDAR BROOK FINANCIAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CEDAR BROOK FINANCIAL PARTNERS, LLC
CEDAR BROOK GROUP
AUM
$1.7B
Regulatory assets under management
Employees
42
Total firm employees
View all advisors at CEDAR BROOK FINANCIAL PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2521388
Firm CRD# 290670
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kelly Ann Smith offer?
Kelly Ann Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are Kelly Ann Smith's credentials?
Kelly Ann Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelly Ann Smith located?
Kelly Ann Smith is based in CLEVELAND, Ohio, working with CEDAR BROOK FINANCIAL PARTNERS, LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Kelly Ann Smith charge for services?
Kelly Ann 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 CEDAR BROOK FINANCIAL PARTNERS, LLC?
CEDAR BROOK FINANCIAL PARTNERS, LLC has approximately 42 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CEDAR BROOK FINANCIAL PARTNERS, LLC

Azim Nakhooda
CLEVELAND, OH
Carlton S. Fernyak
CLEVELAND, OH
Howard Alan Slater
CLEVELAND, OH
William David Glubiak
CLEVELAND, OH

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