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Geoffrey James Smarte

Advisory Services Network

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About Geoffrey James Smarte

Geoffrey Smarte is a registered investment advisor representative with Advisory Services Network, LLC in Frankfort, KY. Geoffrey has been in the industry since 2000. Geoffrey is also registered in Louisiana. Geoffrey has worked with clients including individuals, corporations and high net worth individuals. Advisory Services Network, LLC specializes in providing financial planning, portfolio management, and selection of other advisors. The firm primarily serves clients in Kentucky and Georgia.

Firm Information

Geoffrey Smarte is currently registered with Advisory Services Network. Advisory Services Network is a financial advisory firm headquartered in Atlanta, GA. The firm provides a range of financial services including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $6.8 billion in assets for a diverse clientele including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. The firm employs 86 licensed agents, 206 investment advisor representatives, and 14 registered representatives.
Advisory Services Network

6600 PEACHTREE DUNWOODY RD.

ATLANTA, GA 30328

$6.82B

Assets Under Management

44

Total Clients

213

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Geoffrey Smarte’s Registration & Firm History

KY

01/10/2023 - Present

Advisory Services Network (Frankfort KY)

KY

05/19/2000 - 10/13/2011

AXA ADVISORS, LLC (LEXINGTON KY)

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Licenses & Designations

BOTH

Issued 06/21/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/25/2006

Series 24 - General Securities Principal Examination

BC

Issued 05/18/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Geoffrey James Smarte.
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