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Stacey Leigh Smith

S & S WEALTH MANAGEMENT, L.P.·GRAND PRAIRIE, Texas
SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65Clean record22 years registeredS & S WEALTH MANAGEMENT, L.P.
2505 N. HIGHWAY 360, GRAND PRAIRIE, TX 75050-7825CRD# 2793307Firm CRD# 130652

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stacey Leigh Smith · GRAND PRAIRIE, TX
Registration
CRD #2793307 · S & S WEALTH MANAGEMENT, L.P. · 22 years registered
Brand Profile
Not yet started
01

Career History

S&S WEALTH MANAGEMENT
Apr 2004 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 52TO
Series 53
Series 63
Series 65
Registration record
First registered · April 13, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
S & S WEALTH MANAGEMENT, L.P.
CRD 130652 · SEC 801-126309
AUM
$127M
Regulatory assets under management
Employees
3
798 client accounts
Services offered by S & S WEALTH MANAGEMENT, L.P.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at S & S WEALTH MANAGEMENT, L.P. →
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Frequently Asked Questions

What services does Stacey Leigh Smith offer?
Stacey Leigh Smith specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in GRAND PRAIRIE, Texas for a consultation.
What are Stacey Leigh Smith's credentials?
Stacey Leigh Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stacey Leigh Smith located?
Stacey Leigh Smith is based in GRAND PRAIRIE, Texas, working with S & S WEALTH MANAGEMENT, L.P.. Their office serves clients in the GRAND PRAIRIE metropolitan area and surrounding communities.
How does Stacey Leigh Smith charge for services?
Stacey Leigh Smith's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is S & S WEALTH MANAGEMENT, L.P.?
S & S WEALTH MANAGEMENT, L.P. has approximately 3 employees and manages $127M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (832)HOUSTON (806)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)FRISCO (30)IRVING (30)
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Research
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