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Carla Smart

Skybound Wealth Management USA, LLC

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About Carla Smart

Carla Smart is an investment advisor representative at Skybound Wealth Management USA, LLC, registered with the state of Texas. Carla has been in the industry since September 2013 and specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals. Carla holds the Series 65 license and is currently working at the firm's Geneva, Switzerland office.

Firm Information

Carla Smart is currently registered with Skybound Wealth Management USA, LLC. Skybound Wealth Management USA, LLC is an investment advisor registered with the SEC. The firm has 5 investment adviser representatives and manages approximately $35,958,062 in regulatory assets under management for 94 clients. They specialize in financial planning, portfolio management for individuals, and pension consulting. They also offer educational seminars. The firm primarily serves high-net-worth individuals and other individuals, with a total of 5 and 89 clients in those categories, respectively. The firm is based in London, United Kingdom and is active on social media platforms including Instagram, YouTube, LinkedIn, and Facebook.
Skybound Wealth Management USA, LLC

SUITES 418-419, 4TH FLOOR,

LONDON, EC3R 6HD

$35.96M

Assets Under Management

Not reported

Total Clients

4

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Carla Smart’s Registration & Firm History

NA

11/23/2023 - Present

Skybound Wealth Management USA, LLC (LONDON )

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Licenses & Designations

IA

Issued 11/23/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carla Smart.
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