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Chief Compliance Officer /partner · S&s Wealth Management

Stacey L. Smith

CRD 2793307 · Named on Form ADV at one SEC-registered adviser

At a glance

S&s Wealth Management, an SEC-registered wealth manager based in Grand Prairie, TX with $154 million in regulatory assets, lists Stacey L. Smith on its Form ADV as Chief Compliance Officer /partner, a control person.

Firms and roles

  • S&s Wealth ManagementChief Compliance Officer /partnerWealth manager · Grand Prairie, TX · $154M in regulatory assets

AtlasMembers

Stacey’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.

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