Owner · Prentiss Smith & Company, Inc.
Elizabeth R. Smith
CRD 5254561 · Named on Form ADV at one SEC-registered adviser
At a glance
Prentiss Smith & Company, Inc., an SEC-registered wealth manager based in Brattleboro, VT with $453 million in regulatory assets, lists Elizabeth R. Smith on its Form ADV as Owner.
Firms and roles
- Prentiss Smith & Company, Inc.OwnerWealth manager · Brattleboro, VT · $453M in regulatory assets
AtlasMembers
Elizabeth’s stakes and control
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Colleagues named on the same filings (7)
- Prentiss C. SmithDirector/treasurer/owner, Prentiss Smith & Company, Inc.
- Karlie P. BorstSecretary, Vice President and Chief Compliance Officer, Prentiss Smith & Company, Inc.
- Martha M. RichardsonDirector, Prentiss Smith & Company, Inc.
- Prentiss R. SmithPresident/director/owner, Prentiss Smith & Company, Inc.
- Whitney P SmithOwner, Prentiss Smith & Company, Inc.
2 more people named with Elizabeth on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Elizabeth’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.