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Donald Lee Smith

PROVIDENT WEALTH MANAGEMENT INC·ERIE, Pennsylvania
Unclaimed Profile
3527 WEST 26TH STREET, ERIE, PA 16506CRD# 1134141Firm CRD# 107021
01

About

Donald Lee Smith is a registered financial advisor based in ERIE, Pennsylvania, affiliated with PROVIDENT WEALTH MANAGEMENT INC. 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
03

Firm Overview

Firm
PROVIDENT WEALTH MANAGEMENT INC
PROVIDENT WEALTH MANAGEMENT INC
AUM
$17M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PROVIDENT WEALTH MANAGEMENT INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Commissions
Regulatory
SEC/IARD CRD# 1134141
Firm CRD# 107021
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donald Lee Smith offer?
Donald Lee Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ERIE, Pennsylvania for a consultation.
What are Donald Lee Smith's credentials?
Donald Lee Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Lee Smith located?
Donald Lee Smith is based in ERIE, Pennsylvania, working with PROVIDENT WEALTH MANAGEMENT INC. Their office serves clients in the ERIE metropolitan area and surrounding communities.
How does Donald Lee Smith charge for services?
Donald Lee Smith's firm is compensated through percentage of aum, hourly charges, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROVIDENT WEALTH MANAGEMENT INC?
PROVIDENT WEALTH MANAGEMENT INC has approximately 6 employees and manages $17M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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