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Michael James Smith

RTD FINANCIAL ADVISORS INC·PHILADELPHIA, Pennsylvania
Unclaimed Profile
30 S. 17TH STREET, PHILADELPHIA, PA 19103CRD# 1504622Firm CRD# 110744
01

About

Michael James Smith is a registered financial advisor based in PHILADELPHIA, Pennsylvania, affiliated with RTD FINANCIAL ADVISORS 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
RTD FINANCIAL ADVISORS INC
RTD FINANCIAL ADVISORS INC
AUM
$2.1B
Regulatory assets under management
Employees
44
Total firm employees
View all advisors at RTD FINANCIAL ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1504622
Firm CRD# 110744
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael James Smith offer?
Michael James Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.
What are Michael James Smith's credentials?
Michael James Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael James Smith located?
Michael James Smith is based in PHILADELPHIA, Pennsylvania, working with RTD FINANCIAL ADVISORS INC. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.
How does Michael James Smith charge for services?
Michael James Smith's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RTD FINANCIAL ADVISORS INC?
RTD FINANCIAL ADVISORS INC has approximately 44 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PHILADELPHIA
Francis Alexander Scott — GROSVENOR FUND MANAGEMENT INC.David Baker Rubenstein — RUBENSTEIN PARTNERS, L.P.Grant Rawdin — WESCOTT FINANCIAL ADVISORY GROUP LLCLydia Carreiro Sheckels — WESCOTT FINANCIAL ADVISORY GROUP LLCKimberley Ann Hocker — PENN CAPITAL MANAGEMENT COMPANY, INC.
Nearby cities in Pennsylvania
PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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