Unclaimed Profile

Valerie Sue Smithey

FINTRUST CAPITAL ADVISORS, LLC·GREENVILLE, South Carolina

SIE, Series 3, Series 4, Series 7, Series 8, Series 9, Series 10, Series 24, Series 26, Series 52TO, Series 53, Series 63, Series 66, Series 99TOClean record20 years registeredFINTRUST CAPITAL ADVISORS, LLC

124 VERDAE BLVD., GREENVILLE, SC 29607CRD# 2630429Firm CRD# 145460

Profile Verification

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

Identity

Valerie Sue Smithey · GREENVILLE, SC

Registration

CRD #2630429 · FINTRUST CAPITAL ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FINTRUST CAPITAL ADVISORS, LLC

GIBBS WEALTH MANAGEMENT, LLC

Jan 2026 – Mar 2026

ALPHARETTA, GA

FINTRUST CAPITAL ADVISORS, LLC

Jan 2008 – Oct 2024

Watkinsville, GA

AMERICAN SECURITIES GROUP, INC.

Sep 2006 – Mar 2008

ATHENS, GA

AMERICAN SECURITIES GROUP, INC.

Apr 2006 – May 2006

ATHENS, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 8

Series 9

Series 10

Series 24

Series 26

Series 52TO

Series 53

Series 63

Series 66

Series 99TO

Registration record

First registered · April 7, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINTRUST CAPITAL ADVISORS, LLC

CRD 145460 · SEC 801-68568

AUM

$1.7B

Regulatory assets under management

Employees

1,968 client accounts

Services offered by FINTRUST CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FINTRUST CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Valerie Sue Smithey offer?

Valerie Sue Smithey specializes in Financial Planning, Investment Management, Wealth Management.

What are Valerie Sue Smithey's credentials?

Valerie Sue Smithey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Valerie Sue Smithey located?

Valerie Sue Smithey is based in GREENVILLE, South Carolina, last registered with FINTRUST CAPITAL ADVISORS, LLC.

How does Valerie Sue Smithey charge for services?

Valerie Sue Smithey's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINTRUST CAPITAL ADVISORS, LLC?

FINTRUST CAPITAL ADVISORS, LLC has approximately 35 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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