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Candice Smith

11 Years of Experience
Atlanta, GA
Broker

Candice Smith is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 11 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

5565 Glenridge Connector, Suite 1900, Atlanta, GA, 30342

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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

Candice is a board member of KidsBoost, Inc., a non-profit organization, since July 2020. She spends a few hours per week on administrative and business development activities after business hours.

Employment History
Current Registrations
Morgan Stanley
April 2015 - Present · 11 yrs 1 mo
Morgan StanleyBroker
June 2014 - Present · 11 yrs 11 mos
State Registrations20 states
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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.
Candice Smith - Financial Advisor | TrueAdvisor