SMART ADVISORY GROUP, LLC

YOUNGSTOWN, Ohio·2 registered advisors·CRD# 284545
SEC# 801-108234855-550-8721
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SMART ADVISORY GROUP, LLC

2 registered advisors
Lindsay Nichole Wolf
YOUNGSTOWN, Ohio
Thomas Robert Titus
YOUNGSTOWN, Ohio
05

Office Locations

YOUNGSTOWN, Ohio
2 advisors

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Data sourced from SEC Form ADV filings. SMART ADVISORY GROUP, LLC (CRD# 284545) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.