KS
KS

Kenneth Smail

16 Years of Experience
Palm Beach Gardens, FL
Broker

Kenneth Smail is a registered investment advisor at Raymond James & Associates, INC., based in Palm Beach Gardens, FL, with 16 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

3399 Pga Blvd., Suite 200, Palm Beach Gardens, FL, 33410

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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

Kenneth owns an epoxy coatings business specializing in garage floors since February 2021. He plans to dedicate about 10% of his time to this non-investment related activity as the business winds down.

Employment History
Current Registrations
Raymond James & Associates, INC.
June 2022 - Present · 4 yrs 1 mo
Raymond James & Associates, INC.Broker
June 2022 - Present · 4 yrs 1 mo
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2020 - February 2021 · 7 mos
Fidelity Brokerage Services LLCBroker
July 2020 - January 2021 · 6 mos
TD Ameritrade, INC.
February 2018 - September 2019 · 1 yr 7 mos
TD Ameritrade Investment Management, LLC
February 2018 - September 2019 · 1 yr 7 mos
TD Ameritrade, INC.Broker
February 2018 - September 2019 · 1 yr 7 mos
Scottrade Investment Management
May 2017 - February 2018 · 9 mos
Scottrade, INC.Broker
October 2008 - February 2018 · 9 yrs 4 mos
Morgan Stanley & CO., Incorporated
April 2007 - November 2007 · 7 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - November 2007 · 7 mos
Morgan Stanley
July 2006 - April 2007 · 9 mos
Morgan Stanley Dw INC.Broker
June 2006 - April 2007 · 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Kenneth Smail - Financial Advisor | TrueAdvisor