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David Charles Smith

DOWNTOWN ASSOCIATES, L.L.C.·KENNETT SQUARE, Pennsylvania
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674 UNIONVILLE ROAD, KENNETT SQUARE, PA 19348-1704CRD# 5076168Firm CRD# 136111
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About

David Charles Smith is a registered financial advisor based in KENNETT SQUARE, Pennsylvania, affiliated with DOWNTOWN ASSOCIATES, L.L.C.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
DOWNTOWN ASSOCIATES, L.L.C.
DOWNTOWN ASSOCIATES, L.L.C.
AUM
$35M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at DOWNTOWN ASSOCIATES, L.L.C. →
Services
Pension consulting
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Background

Compensation
Other: PERFORMANCE-BASED ALLOCATIONS
Regulatory
SEC/IARD CRD# 5076168
Firm CRD# 136111
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Charles Smith offer?
David Charles Smith specializes in Retirement Planning. Contact their office in KENNETT SQUARE, Pennsylvania for a consultation.
What are David Charles Smith's credentials?
David Charles Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Charles Smith located?
David Charles Smith is based in KENNETT SQUARE, Pennsylvania, working with DOWNTOWN ASSOCIATES, L.L.C.. Their office serves clients in the KENNETT SQUARE metropolitan area and surrounding communities.
How does David Charles Smith charge for services?
David Charles Smith's firm is compensated through other: performance-based allocations. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DOWNTOWN ASSOCIATES, L.L.C.?
DOWNTOWN ASSOCIATES, L.L.C. is a registered investment adviser with the SEC, managing $35M in regulatory assets under management. See their Form ADV for full details.
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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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