Unclaimed Profile

Angela Meagan Smith

DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC·AUSTIN, Texas

SIE, Series 6, Series 7, Series 63, Series 66CFPClean record14 years registeredDURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC

1601 SOUTH MO PAC EXPRESSWAY, AUSTIN, TX 78746CRD# 5802398Firm CRD# 107722

Profile Verification

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

Identity

Angela Meagan Smith · AUSTIN, TX

Registration

CRD #5802398 · DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC · 14 years registered

Brand Profile

Not yet started

Career History

MASLOW WEALTH ADVISORS

Jun 2017 – present

SNOW GARRETT WEALTH MANAGEMENT

Jan 2015 – Jun 2017

WEATHERFORD, TX

LPL FINANCIAL LLC

Oct 2012 – Jan 2016

WEATHERFORD, TX

CHASE INVESTMENT SERVICES CORP.

Jan 2012 – Sep 2012

WEATHERFORD, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · January 3, 2012

Years registered · 14

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC

CRD 107722 · SEC 801-60001

AUM

$1.8B

Regulatory assets under management

Employees

355 client accounts

Services offered by DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC →

Introduction

Speak with Angela

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Angela is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in AUSTIN?

Browse all registered financial advisors in AUSTIN, Texas or claim this profile if it's yours.

Browse AUSTIN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Angela Meagan Smith offer?

Angela Meagan Smith specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.

What are Angela Meagan Smith's credentials?

Angela Meagan Smith holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Angela Meagan Smith located?

Angela Meagan Smith is based in AUSTIN, Texas, working with DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.

How does Angela Meagan Smith charge for services?

Angela Meagan Smith's firm is compensated through percentage of aum, hourly charges, subscription fees, other: % of assets under other management. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC?

DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC has approximately 22 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →