Kevin Smith is a registered investment advisor, based in Dunedin, FL, with 32 years of industry experience.
Location
1425 Pinehurst Road, Dunedin, FL, 34698
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin owns Pathway Associates Inc., where he performs tax preparation, accounting, and bookkeeping duties, dedicating minimal time to this role. He is also the President of Smith Wealth Management, operating under a DBA since 2010.
Employment History
Current Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
First Allied Securities, INC.
Barron Chase Securities, INC.Broker
Chatfield Dean & CO., INC.Broker
State Registrations19 states
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.