Michelle Marie Smith
Algemeen Directeur bij Source Financial Advisors LLC
Profiel
Ms. Michelle M.
Smith is a Chief Executive Officer at Source Financial Advisors LLC and a Co-President at DW Media LLC.
As CEO of Source Financial Advisors, she navigates clients through complex, sensitive, and critical financial topics and issues.
Ms. Smith was a Registered Representative of PKS Financial Corporation from September of 2012 to May of 2017.
From March of 2008 to September of 2012, she was the Senior Managing Member and co-founder of Alexandra & James Advisory Services, LLC and the Director and co-founder of Lebenthal & Co., LLC.
From November of 2006 to March of 2008, Ms. Smith was a Registered Representative of IDB Capital Corp.
She received her undergraduate degree from Radford University College of Business & Economics.
Ms. Smith holds the designation of Certified Divorce Financial Analyst (CDFA) since 2004.
Actieve functies van Michelle Marie Smith
| Bedrijven | Functie | Begin |
|---|---|---|
DW Media LLC
 DW Media LLC Miscellaneous Commercial ServicesCommercial Services DW Media LLC provides online personal finance assistance for women. It offers a directory of financial advisors and business experts to help women at every life stage. The firm delivers advice across all areas of finance, career and entrepreneurship via daily email (sign up!) and website. The company is headquartered in Philadelphia, PA. | President | - |
Source Financial Advisors LLC
 Source Financial Advisors LLC Investment ManagersFinance Source Financial Advisors LLC (Source) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2012 and is principally owned by Michelle Smith. Source provides investment advisory services to individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | Algemeen Directeur | 29-06-2012 |
Eerdere bekende functies van Michelle Marie Smith
| Bedrijven | Functie | Einde |
|---|---|---|
Alexandra & James Advisory Services LLC
 Alexandra & James Advisory Services LLC Investment ManagersFinance Founded in 2006, Alexandra & James Advisory Services LLC is a registered investment advisor located in New York City. , Inc. The firm is a subsidiary of Alexandra & James, Inc. They provide wealth management, asset allocation, and portfolio construction services to individuals, pension and profit sharing plans, charitable organizations and corporations. | Oprichter | - |
Opleiding van Michelle Marie Smith
| Radford University College of Business & Economics | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
DW Media LLC
DW Media LLC Miscellaneous Commercial ServicesCommercial Services DW Media LLC provides online personal finance assistance for women. It offers a directory of financial advisors and business experts to help women at every life stage. The firm delivers advice across all areas of finance, career and entrepreneurship via daily email (sign up!) and website. The company is headquartered in Philadelphia, PA. | Commercial Services |
Source Financial Advisors LLC
Source Financial Advisors LLC Investment ManagersFinance Source Financial Advisors LLC (Source) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2012 and is principally owned by Michelle Smith. Source provides investment advisory services to individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | Finance |
Alexandra & James Advisory Services LLC
Alexandra & James Advisory Services LLC Investment ManagersFinance Founded in 2006, Alexandra & James Advisory Services LLC is a registered investment advisor located in New York City. , Inc. The firm is a subsidiary of Alexandra & James, Inc. They provide wealth management, asset allocation, and portfolio construction services to individuals, pension and profit sharing plans, charitable organizations and corporations. | Finance |
