linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Linda Carleu Smith

Crescat Portfolio Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Linda? Claim Your Profile

About Linda Carleu Smith

Linda Carleu Smith is an investment advisor representative with Crescat Portfolio Management LLC. Linda is registered with the state of Colorado as an investment advisor representative since November 2015. Linda is also registered as an investment advisor representative in Texas. Linda has been in the industry since January 1994. Linda has experience with Crescat Portfolio Management LLC since March 2006. Previously, Linda was registered with Blake Street Securities LLC, PaineWebber Incorporated and Kidder, Peabody & Co. Incorporated. Linda has passed the Series 63, Series 65, Series 3, Series 7, and Series 28 exams.

Firm Information

Linda Smith is currently registered with Crescat Portfolio Management LLC. Crescat Portfolio Management LLC is an investment advisor based in Denver, Colorado. The firm provides portfolio management services for individuals and pooled investment vehicles. The firm's regulatory assets under management total $273,769,442. As of their latest reporting, Crescat manages 156 accounts, including 27 for high-net-worth individuals, 2 for other investment advisors, and 14 for pooled investment vehicles.
Crescat Portfolio Management LLC

44 COOK STREET

DENVER, CO 80206

$273.77M

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.

check

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.

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Linda Smith’s Registration & Firm History

CO

05/01/2021 - Present

Crescat Portfolio Management LLC (DENVER CO)

CO

04/17/2001 - 08/20/2002

BLAKE STREET SECURITIES LLC (GOLDEN CO)

NJ

01/28/1995 - 11/14/1996

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

01/01/1994 - 01/28/1995

KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)

Not sure if Linda Carleu Smith is right for you?

Licenses & Designations

IA

Issued 08/06/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/03/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/06/2001

Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination

BC

Issued 10/04/2014

Series 3 - National Commodity Futures Examination

BC

Issued 12/29/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Linda Carleu Smith.
Not sure if Linda Carleu Smith is right for you?