SS
Stephen Smith
from Smith Group Asset Management
Stephen Smith is a financial advisor based in Texas, Dallas,
with 29 years of experience. Stephen currently works for
Smith Group Asset Management.
Stephen maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Stephen Smith works at Smith Group Asset Management
Smith Group Asset Management is a financial advisory firm based in Dallas, Texas. It currently has approximately $91,584,722 of assets under management and employs about 15 people. Smith Group Asset Management uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
6 years
Fee structure
and a percentage of assets under your management
Office location
100 Crescent Court, Suite 1150, Dallas, Texas, 75201
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