Michele Smith is a registered investment advisor, based in Greensboro, NC, with 33 years of industry experience.
Location
3318 W Friendly Ave, Fl 3, Greensboro, NC, 27410
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Michele is a board and finance committee member at Pleasant Garden Baptist Church, advising on the church's budget. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Truist Advisory Services, INC.
January 2023 - Present · 3 yrs 6 mos
Truist Investment Services, INC.
January 2023 - Present · 3 yrs 6 mos
Truist Investment Services, INC.Broker
January 2023 - Present · 3 yrs 6 mos
Previous Registrations
Morgan StanleyBroker
August 2013 - February 2023 · 9 yrs 6 mos
Morgan Stanley
August 2013 - February 2023 · 9 yrs 6 mos
Bb&t Securities, LLC
January 2013 - August 2013 · 7 mos
Bb&t Securities, LLCBroker
January 2013 - August 2013 · 7 mos
Scott & Stringfellow, LLC
December 2001 - January 2013 · 11 yrs 1 mo
Scott & Stringfellow, LLCBroker
May 1999 - January 2013 · 13 yrs 8 mos
Scott & Stringfellow, INC.Broker
January 1997 - May 1999 · 2 yrs 4 mos
Painewebber IncorporatedBroker
April 1993 - January 1997 · 3 yrs 9 mos
Mcdaniel Lewis & CompanyBroker
December 1992 - March 1993 · 3 mos
State Registrations26 states
ALAZCACOCTDCFLGAIAILKSLAMAMDMIMSNCNYOHPASCTNTXVAWAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.