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Natasha Lee Smith

CALDWELL ADVISORS, LLC·BRENTWOOD, Tennessee
Unclaimed Profile
5210 MARYLAND WAY, BRENTWOOD, TN 37027CRD# 3255758Firm CRD# 144408
01

About

Natasha Lee Smith is a registered financial advisor based in BRENTWOOD, Tennessee, affiliated with CALDWELL ADVISORS, LLC. 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
CALDWELL ADVISORS, LLC
CALDWELL ADVISORS, LLC
AUM
$323M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at CALDWELL ADVISORS, LLC →
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
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3255758
Firm CRD# 144408
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Natasha Lee Smith offer?
Natasha Lee Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BRENTWOOD, Tennessee for a consultation.
What are Natasha Lee Smith's credentials?
Natasha Lee Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Natasha Lee Smith located?
Natasha Lee Smith is based in BRENTWOOD, Tennessee, working with CALDWELL ADVISORS, LLC. Their office serves clients in the BRENTWOOD metropolitan area and surrounding communities.
How does Natasha Lee Smith charge for services?
Natasha Lee Smith'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 CALDWELL ADVISORS, LLC?
CALDWELL ADVISORS, LLC has approximately 8 employees and manages $323M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Tennessee
NASHVILLE (391)MEMPHIS (374)CHATTANOOGA (164)KNOXVILLE (157)FRANKLIN (76)
City Guides
NASHVILLE GuideMEMPHIS GuideCHATTANOOGA GuideKNOXVILLE GuideFRANKLIN Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
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