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Chief Compliance Officer · Smart Portfolios, LLC

Kristin L. Copper

CRD 7227692 · Named on Form ADV at one SEC-registered adviser

At a glance

Smart Portfolios, LLC, an SEC-registered wealth manager based in Lake Forest Park, WA with $210 million in regulatory assets, lists Kristin L. Copper on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

  • Smart Portfolios, LLCChief Compliance OfficerWealth manager · Lake Forest Park, WA · $210M in regulatory assets

AtlasMembers

Kristin’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
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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

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kristin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.