Sidney Smith is a CFP-designated registered investment advisor at LPL Financial LLC, based in Boulder, CO, with 4 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1790 38th St Ste 101, Boulder, CO, 80301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sidney provides administrative support and financial planning/consulting services through Financial Steward Associates, LLC, an independent investment advisor firm, since 2022 and 2025 respectively. These activities take about 10% of Sidney's time.
Employment History
Current Registrations
LPL Financial LLC
Financial Steward Associates, LLC
LPL Financial LLCBroker
Previous Registrations
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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