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Kevin Wallace Smith

Wealthspire Advisors

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About Kevin Wallace Smith

Kevin Wallace Smith is a financial advisor with Wealthspire Advisors and is registered with the state of Florida and Maryland. Kevin has a Series 7 and Series 63 license as well as a Series 65 license. Kevin is a Certified Financial Planner and has over 10 years of experience in the financial services industry. Before joining Wealthspire Advisors, Kevin worked at Convergent Wealth Advisors, LLC in Potomac, MD and Pagnatokarp Partners, LLC in Reston, VA. Wealthspire Advisors specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.

Firm Information

Kevin Smith is currently registered with Wealthspire Advisors. Wealthspire Advisors is an investment advisor based in NEW YORK, NY. They have 155 investment adviser representatives and manage $21,691,716,165 in regulatory assets under management. They offer financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. They serve high-net-worth individuals, corporations or other businesses, charitable organizations, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities.
Wealthspire Advisors

521 FIFTH AVENUE

NEW YORK, NY 10175

$21.69B

Assets Under Management

300

Total Clients

173

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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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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Kevin Smith’s Registration & Firm History

FL

01/04/2021 - Present

Wealthspire Advisors (Indialantic FL)

DC

11/20/2006 - 12/12/2008

BANC OF AMERICA INVESTMENT SERVICES, INC. (WASHINGTON DC)

NY

05/09/2006 - 11/03/2006

FIRST REPUBLIC GROUP, LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/06/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/12/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/08/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Wallace Smith.
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