Unclaimed Profile

Richard Curtiss Smith

NET WORTH ADVISORY GROUP, LLC·SANDY, Utah

Series 65Clean record14 years registeredNET WORTH ADVISORY GROUP, LLC

75 W. TOWNE RIDGE PARKWAY, SANDY, UT 84070CRD# 5971956Firm CRD# 126983

Profile Verification

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

Identity

Richard Curtiss Smith · SANDY, UT

Registration

CRD #5971956 · NET WORTH ADVISORY GROUP, LLC · 14 years registered

Brand Profile

Not yet started

Career History

NET WORTH ADVISORY GROUP, LLC

Sep 2011 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 1, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NET WORTH ADVISORY GROUP, LLC

CRD 126983 · SEC 801-65548

AUM

$632M

Regulatory assets under management

Employees

2,700 client accounts

Services offered by NET WORTH ADVISORY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at NET WORTH ADVISORY GROUP, LLC →

Introduction

Speak with Richard

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

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

Looking for a financial advisor in SANDY?

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

Browse SANDY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Richard Curtiss Smith offer?

Richard Curtiss Smith specializes in Financial Planning, Investment Management. Contact their office in SANDY, Utah for a consultation.

What are Richard Curtiss Smith's credentials?

Richard Curtiss Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Curtiss Smith located?

Richard Curtiss Smith is based in SANDY, Utah, working with NET WORTH ADVISORY GROUP, LLC. Their office serves clients in the SANDY metropolitan area and surrounding communities.

How does Richard Curtiss Smith charge for services?

Richard Curtiss 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 NET WORTH ADVISORY GROUP, LLC?

NET WORTH ADVISORY GROUP, LLC has approximately 16 employees and manages $632M 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 →