Smartasset Advisors LLC
● SEC registered since 2020CRD 307375SEC# 801-118374New York, NY
Reg. AUM
—
Employees
250
Accounts
—
Location
New York, NY
Smartasset Advisors LLC assets under management
Smartasset Advisors LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2020. It employs 250 people.
Smartasset Advisors LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Bourque | Chief Marketing Officer | Under 5% | 2025 |
| David Kevin Jones Control | Chief Financial Officer | Under 5% | 2022 |
| Financial Insight Technology, Inc. Control | Parent Company | Over 75% | 2020 |
| James Michael Kennedy Control | Chief Compliance Officer | Under 5% | 2021 |
| Meghan Beth Lapides Control | Chief People Officer | Under 5% | 2022 |
| Michael Anthony Carvin Control | Chief Executive Officer | Under 5% | 2020 |
| Peitro (nmn) Silvio Control | Chief Technology Officer | Under 5% | 2022 |
Frequently asked questions
How many employees does Smartasset Advisors LLC have?
Smartasset Advisors LLC reports 250 employees.
Where is Smartasset Advisors LLC located?
Smartasset Advisors LLC is based in New York, NY and has been SEC-registered since 2020.
Does Smartasset Advisors LLC disclose fund performance?
Smartasset Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 122 East 42nd St, Suite 4300, New York, NY 10168 |
| Phone | 646-360-0802 |
| Office hours | 9:00a.m. To 8:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 3%
More than 97% of 16,824 advisers