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Robert Charles Smith

SPERO-SMITH INVESTMENT ADVISERS, INC.·CLEVELAND, Ohio
Clean record30 years registeredSPERO-SMITH INVESTMENT ADVISERS, INC.
50 PUBLIC SQUARE, CLEVELAND, OH 44113CRD# 1574587Firm CRD# 105428

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Charles Smith · CLEVELAND, OH
Registration
CRD #1574587 · SPERO-SMITH INVESTMENT ADVISERS, INC. · 30 years registered
Brand Profile
Not yet started
01

Career History

CERITY PARTNERS LLC
Dec 2016 – present
SPERO-SMITH INVESTMENT ADVISERS, INC.
Jan 1996 – Oct 2016
CLEVELAND, OH
02

Registrations & Exams

Registration record
First registered · January 10, 1996
Years registered · 30
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SPERO-SMITH INVESTMENT ADVISERS, INC.
CRD 105428 · SEC 801-20893
AUM
$810M
Regulatory assets under management
Employees
15
1,640 client accounts
Services offered by SPERO-SMITH INVESTMENT ADVISERS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SPERO-SMITH INVESTMENT ADVISERS, INC. →
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05

Frequently Asked Questions

What services does Robert Charles Smith offer?
Robert Charles Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are Robert Charles Smith's credentials?
Robert Charles Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Charles Smith located?
Robert Charles Smith is based in CLEVELAND, Ohio, working with SPERO-SMITH INVESTMENT ADVISERS, INC.. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Robert Charles Smith charge for services?
Robert Charles 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 SPERO-SMITH INVESTMENT ADVISERS, INC.?
SPERO-SMITH INVESTMENT ADVISERS, INC. has approximately 15 employees and manages $810M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SPERO-SMITH INVESTMENT ADVISERS, INC.

Erica Marie Aber
CLEVELAND, OH
Jeffrey Neal Malbasa
CLEVELAND, OH
CFA
Mary Emily Lord
CLEVELAND, OH
Matthew S. Olver
CLEVELAND, OH
Stephen Allen Malbasa
CLEVELAND, OH

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