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Stacey Leigh Smith

S & S WEALTH MANAGEMENT, L.P.·GRAND PRAIRIE, Texas
Clean recordS & 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stacey Leigh Smith is a registered financial advisor based in GRAND PRAIRIE, Texas, affiliated with S & S WEALTH MANAGEMENT, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
S & S WEALTH MANAGEMENT, L.P.
S&S WEALTH MANAGEMENT
AUM
$127M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at S & S WEALTH MANAGEMENT, L.P. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2793307
Firm CRD# 130652
View on FINRA BrokerCheck →

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05

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 (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)THE WOODLANDS (128)IRVING (93)ADDISON (70)SOUTHLAKE (68)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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