Unclaimed Profile

Lindsay Nichole Wolf

SMART ADVISOR GROUP, LLC·YOUNGSTOWN, Ohio

SIE, Series 7, Series 65Clean record23 years registeredSMART ADVISOR GROUP, LLC

970 WINDHAM COURT, SUITE 1A, YOUNGSTOWN, OH 44512CRD# 4665074Firm CRD# 284545

Profile Verification

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

Identity

Lindsay Nichole Wolf · YOUNGSTOWN, OH

Registration

CRD #4665074 · SMART ADVISOR GROUP, LLC · 23 years registered

Brand Profile

Not yet started

Career History

TSG ADVICE PARTNERS, LLC

Sep 2024 – present

NEWEDGE ADVISORS

Nov 2021 – Aug 2024

NEW CASTLE, PA

MID ATLANTIC FINANCIAL MANAGEMENT, INC.

Oct 2016 – Nov 2021

NEW CASTLE, PA

SMART ADVISORY GROUP, LLC

Aug 2016 – Oct 2016

YOUNGSTOWN, OH

AMERIPRISE FINANCIAL SERVICES, INC.

Jul 2003 – Jul 2016

CORTLAND, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Registration record

First registered · July 14, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SMART ADVISORY GROUP, LLC

CRD 284545 · SEC 801-108234

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by SMART ADVISORY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SMART ADVISORY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Lindsay Nichole Wolf offer?

Lindsay Nichole Wolf specializes in Financial Planning, Investment Management. Contact their office in YOUNGSTOWN, Ohio for a consultation.

What are Lindsay Nichole Wolf's credentials?

Lindsay Nichole Wolf is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lindsay Nichole Wolf located?

Lindsay Nichole Wolf is based in YOUNGSTOWN, Ohio, working with SMART ADVISOR GROUP, LLC. Their office serves clients in the YOUNGSTOWN metropolitan area and surrounding communities.

How does Lindsay Nichole Wolf charge for services?

Lindsay Nichole Wolf'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 SMART ADVISOR GROUP, LLC?

SMART ADVISOR GROUP, LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.

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