Unclaimed Profile

David Charles Smith

DOWNTOWN ASSOCIATES, L.L.C.·KENNETT SQUARE, Pennsylvania

Clean recordDOWNTOWN ASSOCIATES, L.L.C.

674 UNIONVILLE ROAD, KENNETT SQUARE, PA 19348-1704CRD# 5076168Firm CRD# 136111

Profile Verification

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

Identity

David Charles Smith · KENNETT SQUARE, PA

Registration

CRD #5076168 · DOWNTOWN ASSOCIATES, L.L.C.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

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

Background

Compensation

Other: PERFORMANCE-BASED ALLOCATIONS

Regulatory

SEC/IARD CRD# 5076168

Firm CRD# 136111

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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