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Marcus Elbert Smith

THIRD SECURITY, LLC·RADFORD, Virginia
Unclaimed Profile
THE GOVERNOR TYLER, RADFORD, VA 24141CRD# 2335618Firm CRD# 160690
01

About

Marcus Elbert Smith is a registered financial advisor based in RADFORD, Virginia, affiliated with THIRD SECURITY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
THIRD SECURITY, LLC
THIRD SECURITY, LLC
AUM
$1.1B
Regulatory assets under management
Employees
21
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Performance-based fees
Other: MANAGEMENT FEES BASED UPON COMMITMENTS AND NET INVESTED CAPITAL
Regulatory
SEC/IARD CRD# 2335618
Firm CRD# 160690
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marcus Elbert Smith offer?
Marcus Elbert Smith specializes in Investment Management, Retirement Planning. Contact their office in RADFORD, Virginia for a consultation.
What are Marcus Elbert Smith's credentials?
Marcus Elbert Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marcus Elbert Smith located?
Marcus Elbert Smith is based in RADFORD, Virginia, working with THIRD SECURITY, LLC. Their office serves clients in the RADFORD metropolitan area and surrounding communities.
How does Marcus Elbert Smith charge for services?
Marcus Elbert Smith's firm is compensated through performance-based fees, other: management fees based upon commitments and net invested capital. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THIRD SECURITY, LLC?
THIRD SECURITY, LLC has approximately 21 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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