Unclaimed Profile

David James Kyle Elliott

WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC·NORFOLK, Virginia

Clean recordWILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC

150 WEST MAIN STREET, NORFOLK, VA 23510CRD# 2488959Firm CRD# 106060

Profile Verification

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

Identity

David James Kyle Elliott · NORFOLK, VA

Registration

CRD #2488959 · WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David James Kyle Elliott is a registered financial advisor based in NORFOLK, Virginia, affiliated with WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC

AUM

$191M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2488959

Firm CRD# 106060

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David James Kyle Elliott offer?

David James Kyle Elliott specializes in Investment Management, Retirement Planning. Contact their office in NORFOLK, Virginia for a consultation.

What are David James Kyle Elliott's credentials?

David James Kyle Elliott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David James Kyle Elliott located?

David James Kyle Elliott is based in NORFOLK, Virginia, working with WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC. Their office serves clients in the NORFOLK metropolitan area and surrounding communities.

How does David James Kyle Elliott charge for services?

David James Kyle Elliott's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC?

WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC has approximately 8 employees and manages $191M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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