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Abigail Lynn Smith

Steward Partners Investment Solutions, LLC

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About Abigail Lynn Smith

Abigail Lynn Smith has been in the financial services industry for over 20 years. Abigail is currently a Registered Representative and Investment Advisor Representative with Steward Partners Investment Solutions, LLC. Prior to joining Steward Partners, Abigail was a Registered Representative with Raymond James Financial Services, Inc., Morgan Stanley, UBS Financial Services Inc. and Wachovia Securities, LLC. Abigail is licensed in 19 states. Abigail is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Abigail Smith is currently registered with Steward Partners Investment Solutions, LLC. Steward Partners Investment Solutions, LLC is a Limited Liability Company formed in 2021 and is registered in 53 states and the SEC. The firm has reported 13 regulatory events and 1 arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Abigail Smith’s Registration & Firm History

MA

05/27/2022 - Present

Steward Partners Investment Solutions, LLC (BOSTON MA)

MA

06/29/2017 - 05/27/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (BOSTON MA)

MA

02/10/2011 - 06/30/2017

MORGAN STANLEY (BOSTON MA)

MA

07/29/2005 - 01/12/2011

UBS FINANCIAL SERVICES INC. (BOSTON MA)

MO

03/21/2002 - 07/29/2005

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 02/24/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Abigail Lynn Smith.
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