Chief Financial Officer · LCP Institutional, LLC
Deborah Y. Smith
CRD 7708506 · Named on Form ADV at one SEC-registered adviser
At a glance
LCP Institutional, LLC, an SEC-registered wealth manager based in Atlanta, GA with $3.2 billion in regulatory assets, lists Deborah Y. Smith on its Form ADV as Chief Financial Officer, a control person.
Firms and roles
- LCP Institutional, LLCChief Financial OfficerWealth manager · Atlanta, GA · $3.2B in regulatory assets
AtlasMembers
Deborah’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Carolyn LaroccoChief Executive Officer, LCP Institutional, LLC
- Jonathan S. HurdChief Compliance Officer, LCP Institutional, LLC
- Jacqueline B. LoweChief Operating Officer, LCP Institutional, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Deborah’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.