Thursday, October 22, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM New Options Emerge for Providing Liquidity to Evergreen Fund MarketIN Advisor moves: RBC lands $1B UBS team in PittsburghIN NFL taps General Atlantic, PE backer of Creative Planning and FartherWM Mariner Wealth Advisors Seeks $150M in Additional Debt for AcquisitionsFP Merrill announces laser-targeted advisor bonus incentives for 2027WM State Regulators Fear SEC Crypto Proposals Put 'Thumb On The Scale'IN Blackstone Q3 earnings: private wealth AUM hits record $330 billion4K 40% of FSA Holders Forfeit Unused Funds, EBRI FindsWM RBC Lures UBS Team Overseeing More Than $1B in Pittsburgh4K Automatic Rollover IRAs Risk $43 Billion in Savings

Investment adviser representative · Personal Cfo Solutions LLC

Kaitlyn Smith

CRD 8295262 · Chester, NJ

At a glance

Kaitlyn Smith is an investment adviser representative with Personal Cfo Solutions LLC in Chester, NJ, according to the SEC’s Investment Adviser Public Disclosure records.

Current advisory firm

SEC adviser record

Registered since
2026
Designations
None on file
Exams
Series 65
Registered in
2 states
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Kaitlyn’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.