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John Robert Smith

Optimist Capital

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About John Robert Smith

John R. Smith is a financial advisor with over 40 years of experience in the industry. John is currently registered with Optimist Capital LLC and is also the president of International Consultants & Investors, Inc. John provides expert consulting and compliance services. John specializes in investment advisory services, portfolio management for individuals, and financial planning. John has a wide range of experience working with clients including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. John is committed to providing his clients with personalized financial advice and guidance.

Firm Information

John Smith is currently registered with Optimist Capital. Optimist Capital is an investment advisor headquartered in [Main Office Address]. They provide financial planning, pension consulting, and portfolio management for individuals and businesses. They also publish periodicals and have a strong track record with high-net-worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses. Their website addresses are: [Website Addresses]

$88.70M

Assets Under Management

Not reported

Total Clients

3

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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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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John Smith’s Registration & Firm History

FL

07/24/2020 - Present

Optimist Capital (PALM BEACH GARDENS FL)

MA

03/31/1989 - 12/31/2007

MUTUAL SERVICE CORPORATION (BOSTON MA)

NY

03/06/1978 - 12/02/1989

HERZOG, HEINE, GEDULD, INC. (NEW YORK NY)

FL

11/16/1976 - 03/31/1989

LOWRY FINANCIAL SERVICES CORPORATION (NORTH PALM BEACH FL)

NA

06/10/1968 - 08/06/1976

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

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Licenses & Designations

IA

Issued 03/01/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/14/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/11/1976

Series 40 - Registered Principal Examination

BC

Issued 06/07/1968

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Robert Smith.
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