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Henry Belin Smith

Haverford Financial Services, Inc.

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About Henry Belin Smith

Henry Belin Smith is an investment advisor representative with Haverford Financial Services, Inc., located in Radnor, PA. Henry has been in the industry since 1994 and has a wide range of experience in the investment industry. Henry is also a registered representative with Haverford Financial Services, Inc. Henry Belin Smith is a Series 7, Series 63, and Series 65 licensed professional. Henry Belin Smith is also a Registered Investment Advisor Representative in Texas. Henry holds a position as CEO of E.N. Smith and Co, a privately held family office.

Firm Information

Henry Smith is currently registered with Haverford Financial Services, Inc.. Haverford Financial Services, Inc. is an investment advisor with 25 investment advisory professionals. Located in RADNOR, PA, the firm manages approximately $346,895,270 in regulatory assets under management. The firm offers portfolio management for individuals, businesses, and investment companies. They also provide model portfolios to third parties. The firm serves corporations, individuals, insurance companies, charitable organizations, and investment companies. Haverford Financial Services, Inc. is a registered investment advisor and is required to file Form ADV with the SEC. The firm has been operating since 1990.
Haverford Financial Services, Inc.

THREE RADNOR CORPORATE CENTER

RADNOR, PA 19087-4546

$346.90M

Assets Under Management

Not reported

Total Clients

15

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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hfs may provide model portfolios to third parties

Hfs may provide model portfolios to third parties

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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Henry Smith’s Registration & Firm History

PA

08/25/2010 - Present

Haverford Financial Services, Inc. (RADNOR PA)

NA

12/23/1994 - 12/08/1995

RITTENHOUSE FINANCIAL SECURITIES, INC.

PA

11/20/1991 - 12/08/1995

RITTENHOUSE FINANCIAL SECURITIES, INC. (RADNOR PA)

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Licenses & Designations

IA

Issued 02/27/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/30/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Henry Belin Smith.
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