Unclaimed Profile

Gregory Alan Smith

WEALTHSTONE INC·COLUMBUS, Ohio

SIE, Series 7, Series 8Clean record26 years registeredWEALTHSTONE INC

5000 HORIZONS DR, COLUMBUS, OH 43220CRD# 1740015Firm CRD# 110725

Profile Verification

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

Identity

Gregory Alan Smith · COLUMBUS, OH

Registration

CRD #1740015 · WEALTHSTONE INC · 26 years registered

Brand Profile

Not yet started

Career History

HAMILTON CAPITAL

Apr 2016 – present

PPC PORTFOLIO CONSULTANTS, INC.

Nov 1999 – Dec 2008

COLUMBUS, OH

WEALTHSTONE INC

Nov 1999 – Apr 2016

COLUMBUS, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Registration record

First registered · November 22, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTHSTONE FAMILY OFFICE LLC

CRD 110725 · SEC 801-20781

AUM

$1.3B

Regulatory assets under management

Employees

1,037 client accounts

Services offered by WEALTHSTONE FAMILY OFFICE LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

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 WEALTHSTONE FAMILY OFFICE LLC →

Introduction

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Frequently Asked Questions

What services does Gregory Alan Smith offer?

Gregory Alan Smith specializes in Financial Planning, Investment Management. Contact their office in COLUMBUS, Ohio for a consultation.

What are Gregory Alan Smith's credentials?

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

Where is Gregory Alan Smith located?

Gregory Alan Smith is based in COLUMBUS, Ohio, working with WEALTHSTONE INC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.

How does Gregory Alan Smith charge for services?

Gregory Alan 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 WEALTHSTONE INC?

WEALTHSTONE INC has approximately 19 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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