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William Gregory Smart

FENWAY PARTNERS, LLC·WESTERLY, Rhode Island
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108 AIRPORT ROAD - SUITE 103, WESTERLY, RI 02891CRD# 1574748Firm CRD# 160630
01

About

William Gregory Smart is a registered financial advisor based in WESTERLY, Rhode Island, affiliated with FENWAY PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
FENWAY PARTNERS, LLC
FENWAY PARTNERS, LLC
AUM
$414M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at FENWAY PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: CARRIED INTEREST PAID TO FUNDS GENERAL PARTNER/MANAGING PARTNER
Regulatory
SEC/IARD CRD# 1574748
Firm CRD# 160630
4 disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Rhode Island
PROVIDENCE (133)SMITHFIELD (23)NEWPORT (12)WARWICK (11)WEST WARWICK (9)
City Guides
PROVIDENCE GuideSMITHFIELD GuideNEWPORT GuideWARWICK GuideWEST WARWICK Guide
Research
Advisor Fees in Rhode IslandNational Fee Analysis
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