Stephen Smith
Stephen Smith is a registered investment advisor at Wells Fargo Advisors, based in Columbus, GA, with 15 years of industry experience. Stephen 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
6001 River Rd Ste 220, Columbus, GA, 31904
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2023Other Business Activities
Stephen owns D & S Coastal Properties LLC (rental property) and Smithwick Ventures LLC (airplane). He also serves as executor for his mother's estate and administrator for his brother's estate, and is a board member for Wellington Pointe Homeowners Association, dedicating minimal time to each activity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
State Registrations24 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.
Exams
More Advisors
- Elliot SchwartzWells Fargo Advisors
- Justin EllisWells Fargo Advisors
- Homer ShulerWells Fargo Advisors
- William Green, CFPWells Fargo Advisors
- Andrew Cole, CFPBip Wealth, LLC
- Tami Mcdonald, CFPMeld Financial, INC.