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Roger Merrill Smedley

SMEDLEY FINANCIAL SERVICES INC·SALT LAKE CITY, Utah
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102 S. 200 E., SALT LAKE CITY, UT 84111CRD# 733726Firm CRD# 110870
01

About

Roger Merrill Smedley is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with SMEDLEY FINANCIAL SERVICES INC. 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
SMEDLEY FINANCIAL SERVICES INC
SMEDLEY FINANCIAL SERVICES INC
AUM
$307M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at SMEDLEY FINANCIAL SERVICES INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Other: SUB-ADVISORY FEES
Regulatory
SEC/IARD CRD# 733726
Firm CRD# 110870
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Roger Merrill Smedley offer?
Roger Merrill Smedley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SALT LAKE CITY, Utah for a consultation.
What are Roger Merrill Smedley's credentials?
Roger Merrill Smedley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roger Merrill Smedley located?
Roger Merrill Smedley is based in SALT LAKE CITY, Utah, working with SMEDLEY FINANCIAL SERVICES INC. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.
How does Roger Merrill Smedley charge for services?
Roger Merrill Smedley's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: sub-advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SMEDLEY FINANCIAL SERVICES INC?
SMEDLEY FINANCIAL SERVICES INC has approximately 10 employees and manages $307M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SMEDLEY FINANCIAL SERVICES INC

Sharla J Jessop
SALT LAKE CITY, UT
James R Derrick
SALT LAKE CITY, UT

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