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Hedy Smith

27 Years of Experience
Chicago, IL
1 DisclosureBroker

Hedy Smith is a registered investment advisor at Wells Fargo Advisors, based in Chicago, IL, with 27 years of industry experience. Hedy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

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

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Location

30 S Wacker Dr Ste 4000, [Gs-Rbo], Chicago, IL, 60606

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History

Regulatory History (1)
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Criminal
June 1996
Final Disposition
Other Business Activities

Hedy is the executor of her father's estate and trustee for his trust since August 2024, each requiring a few hours per week. She also owns two rental properties since March 2025, each requiring minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
July 2001 - Present · 25 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
September 2000 - Present · 26 yrs 1 mo
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
March 1999 - August 2000 · 1 yr 5 mos
State Registrations1 state
IL
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.
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