Unclaimed Profile

David James Kyle Elliott

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

Series 7, Series 63, Series 66Clean record25 years registeredWILBANKS, 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 · 25 years registered

Brand Profile

Not yet started

Career History

CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS

Apr 2024 – present

WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC

Jul 2001 – Apr 2024

RALEIGH, NC

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · July 2, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC

CRD 106060 · SEC 801-37972

AUM

$191M

Regulatory assets under management

Employees

4 client accounts

Services offered by WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (pooled investments)

Pension consulting

Client types served by the firm

Per Form ADV

Institutional Investors

Pension & Retirement Plans

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

Introduction

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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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