Unclaimed Profile

Sylvia Sonjia Smith

BLUESTEM ASSET MANAGEMENT, LLC·CHARLOTTESVILLE, Virginia

Clean recordBLUESTEM ASSET MANAGEMENT, LLC

320 E. MAIN STREET, CHARLOTTESVILLE, VA 22902CRD# 6019603Firm CRD# 158330

Profile Verification

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

Identity

Sylvia Sonjia Smith · CHARLOTTESVILLE, VA

Registration

CRD #6019603 · BLUESTEM ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sylvia Sonjia Smith is a registered financial advisor based in CHARLOTTESVILLE, Virginia, affiliated with BLUESTEM ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Fee-Only Advisory

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

BLUESTEM ASSET MANAGEMENT, LLC

AUM

$1.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at BLUESTEM ASSET MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6019603

Firm CRD# 158330

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sylvia Sonjia Smith offer?

Sylvia Sonjia Smith specializes in Retirement Planning, Fee-Only Advisory. Contact their office in CHARLOTTESVILLE, Virginia for a consultation.

What are Sylvia Sonjia Smith's credentials?

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

Where is Sylvia Sonjia Smith located?

Sylvia Sonjia Smith is based in CHARLOTTESVILLE, Virginia, working with BLUESTEM ASSET MANAGEMENT, LLC. Their office serves clients in the CHARLOTTESVILLE metropolitan area and surrounding communities.

How does Sylvia Sonjia Smith charge for services?

Sylvia Sonjia 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 BLUESTEM ASSET MANAGEMENT, LLC?

BLUESTEM ASSET MANAGEMENT, LLC has approximately 7 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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