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SMITH, SALLEY & ASSOCIATES, LLC
SMITH, SALLEY & ASSOCIATES, LLC
SMITH SALLEY WEALTH MANAGEMENT
GREENSBORO, North Carolina
·
10 registered advisors
·
CRD# 129614
SEC# 801-62538
3
336-379-7556
01
Firm Overview
AUM
$3.1B
Regulatory assets under management
Employees
19
Total firm employees
Advisors
10
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at SMITH, SALLEY & ASSOCIATES, LLC
10 registered advisors
Andrew Douglas Davis
GREENSBORO, North Carolina
CRD# 3039426
Andrew R. Clark
GREENSBORO, North Carolina
CRD# 6653152
Edmund Scott Batchelor
GREENSBORO, North Carolina
CRD# 5291030
George Gregory Smith
GREENSBORO, North Carolina
CRD# 4698611
George Mackay Salley
GREENSBORO, North Carolina
CRD# 2368869
Hugo Brian May
GREENSBORO, North Carolina
CRD# 4387448
James Blake Guyler
GREENSBORO, North Carolina
CRD# 4873829
James Sullivan Agnew
GREENSBORO, North Carolina
CRD# 4750145
Pasquale Errichiello
GREENSBORO, North Carolina
CRD# 5773152
William Andrew Donovan
GREENSBORO, North Carolina
CRD# 6539589
05
Office Locations
GREENSBORO, North Carolina
10 advisors
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Data sourced from SEC Form ADV filings. SMITH, SALLEY & ASSOCIATES, LLC (CRD# 129614) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.