SMARTASSET ADVISORS LLC

SMARTASSET
NEW YORK, New York·10 registered advisors·CRD# 307375
SEC# 801-1183740646-360-0802
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
212
Total firm employees
Advisors
10
Registered representatives
02

Services & Fees

Advisory Services
Other
Compensation
Other: REFERRAL FEES FROM OTHER RIAS
03

Advisors at SMARTASSET ADVISORS LLC

10 registered advisors
Aniket Anand Gune
NEW YORK, New York
Christopher C. Taylor
NEW YORK, New York
David Kevin Jones
NEW YORK, New York
David Philip Frisone
NEW YORK, New York
James Michael Kennedy
NEW YORK, New York
Meghan Beth Lapides
NEW YORK, New York
Michael Anthony Carvin
NEW YORK, New York
Mohamed Firoze Lafeer
NEW YORK, New York
Peitro (nmn) Silvio
NEW YORK, New York
Thomas W Malloy
NEW YORK, New York
05

Office Locations

NEW YORK, New York
10 advisors

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Data sourced from SEC Form ADV filings. SMARTASSET ADVISORS LLC (CRD# 307375) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.