Robert Smith (CRD# 2592947) is an Investment Advisor Representative working at Wright Investors Service Inc. in Milford, CT and has over 29 years of experience in the finance industry.
CRD# 4759270
J.p. Morgan Securities LLC
CRD# 4584723
Lpl Financial LLC
CRD# 2184176
Agemy Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 1995 |
- CT
-
Total Assets Under Management1,293MILLIONS
-
Total Number of Accounts1,247ACCOUNTS
-
Average Account Value$1,036,525
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CA, CT, FL, IL, NE, NV, NY, PA, TX
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