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Eric Smith

32 Years of Experience
Reno, NV
Broker

Eric Smith is a registered investment advisor at Wells Fargo Advisors, based in Reno, NV, with 32 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

6900 S Mccarran Blvd, Ste 1030, Reno, NV, 89509

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History

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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Other Business Activities

Eric owns 100% of Trin Wealth Management LLC, an investment-related business. He dedicates nearly full-time hours to this endeavor.

Employment History
Current Registrations
Wells Fargo Advisors
September 2022 - Present · 3 yrs 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2011 - September 2022 · 11 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - September 2022 · 14 yrs 8 mos
A. G. Edwards & Sons, INC.Broker
October 1995 - January 2008 · 12 yrs 3 mos
Linsco/private Ledger CORP.Broker
August 1993 - October 1995 · 2 yrs 2 mos
State Registrations20 states
ARAZCACTFLGAHIIDKYLANCNVNYORSCTNTXUTVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.