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William Gregory Smart

FENWAY PARTNERS, LLC·WESTERLY, Rhode Island
Series 7, Series 24, Series 63FENWAY PARTNERS, LLC
108 AIRPORT ROAD - SUITE 103, WESTERLY, RI 02891CRD# 1574748Firm CRD# 160630

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Gregory Smart · WESTERLY, RI
Registration
CRD #1574748 · FENWAY PARTNERS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
FENWAY PARTNERS, LLC
CRD 160630 · SEC 801-128465
AUM
$414M
Regulatory assets under management
Employees
3
3 client accounts
Services offered by FENWAY PARTNERS, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at FENWAY PARTNERS, LLC →
Introduction

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Frequently Asked Questions

What services does William Gregory Smart offer?
William Gregory Smart specializes in Retirement Planning. Contact their office in WESTERLY, Rhode Island for a consultation.
What are William Gregory Smart's credentials?
William Gregory Smart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Gregory Smart located?
William Gregory Smart is based in WESTERLY, Rhode Island, working with FENWAY PARTNERS, LLC. Their office serves clients in the WESTERLY metropolitan area and surrounding communities.
How does William Gregory Smart charge for services?
William Gregory Smart's firm is compensated through percentage of aum, other: carried interest paid to funds general partner/managing partner. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FENWAY PARTNERS, LLC?
FENWAY PARTNERS, LLC has approximately 3 employees and manages $414M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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