Unclaimed Profile

Henry Belin Smith

HAVERFORD FINANCIAL SERVICES, INC.·RADNOR, Pennsylvania

SIE, Series 7, Series 63, Series 65Clean record22 years registeredHAVERFORD FINANCIAL SERVICES, INC.

THREE RADNOR CORPORATE CENTER, RADNOR, PA 19087-4546CRD# 2191412Firm CRD# 130007

Profile Verification

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

Identity

Henry Belin Smith · RADNOR, PA

Registration

CRD #2191412 · HAVERFORD FINANCIAL SERVICES, INC. · 22 years registered

Brand Profile

Not yet started

Career History

HAVERFORD FINANCIAL SERVICES, INC.

Feb 2007 – present

HAVERFORD INVESTMENT MANAGEMENT, INC.

Jun 2004 – Oct 2008

RADNOR, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · June 25, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HAVERFORD FINANCIAL SERVICES, INC.

CRD 130007 · SEC 801-62759

AUM

$347M

Regulatory assets under management

Employees

30 client accounts

Services offered by HAVERFORD FINANCIAL SERVICES, INC.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at HAVERFORD FINANCIAL SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Henry Belin Smith offer?

Henry Belin Smith specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in RADNOR, Pennsylvania for a consultation.

What are Henry Belin Smith's credentials?

Henry Belin Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Henry Belin Smith located?

Henry Belin Smith is based in RADNOR, Pennsylvania, working with HAVERFORD FINANCIAL SERVICES, INC.. Their office serves clients in the RADNOR metropolitan area and surrounding communities.

How does Henry Belin Smith charge for services?

Henry Belin Smith's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HAVERFORD FINANCIAL SERVICES, INC.?

HAVERFORD FINANCIAL SERVICES, INC. has approximately 45 employees and manages $347M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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