Clinton Smedley
Clinton Smedley is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in West Chester, PA, with 20 years of industry experience. Clinton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
West Chester, PA
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Clinton is a board member for the CPWA Commission / Investments & Wealth Institute, attending quarterly meetings. This requires minimal time.
Employment History
Current Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Commonwealth Financial NetworkBroker
Vanguard Advisers INC
Vanguard Marketing CorporationBroker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations22 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.