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Michelle Marie Smith
Algemeen Directeur bij Source Financial Advisors LLC
Actieve functies van Michelle Marie Smith
Bedrijven | Functie | Begin | Einde |
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DW Media LLC
![]() DW Media LLC Miscellaneous Commercial ServicesCommercial Services DW Media LLC provides online personal finance assistance for women. It offers a directory of financial advisors and business experts to help women at every life stage. The firm delivers advice across all areas of finance, career and entrepreneurship via daily email (sign up!) and website. The company is headquartered in Philadelphia, PA. | President | - | - |
Source Financial Advisors LLC
![]() Source Financial Advisors LLC Investment ManagersFinance Source Financial Advisors LLC (Source) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2012 and is principally owned by Michelle Smith. Source provides investment advisory services to individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | Algemeen Directeur | 29-06-2012 | - |
Oprichter | 29-06-2012 | - |
Loopbaan van Michelle Marie Smith
Eerdere bekende functies van Michelle Marie Smith
Bedrijven | Functie | Begin | Einde |
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Alexandra & James Advisory Services LLC
![]() Alexandra & James Advisory Services LLC Investment ManagersFinance Founded in 2006, Alexandra & James Advisory Services LLC is a registered investment advisor located in New York City. , Inc. The firm is a subsidiary of Alexandra & James, Inc. They provide wealth management, asset allocation, and portfolio construction services to individuals, pension and profit sharing plans, charitable organizations and corporations. | Oprichter | 01-01-2006 | - |
Corporate Officer/Principal | 01-01-2006 | - |
Opleiding van Michelle Marie Smith
Radford University College of Business & Economics | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 4 |
2 |
Operationeel
Founder | 2 |
President | 1 |
Chief Executive Officer | 1 |
Sectoraal
Finance | 3 |
Commercial Services | 2 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 3 |
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DW Media LLC
![]() DW Media LLC Miscellaneous Commercial ServicesCommercial Services DW Media LLC provides online personal finance assistance for women. It offers a directory of financial advisors and business experts to help women at every life stage. The firm delivers advice across all areas of finance, career and entrepreneurship via daily email (sign up!) and website. The company is headquartered in Philadelphia, PA. | Commercial Services |
Source Financial Advisors LLC
![]() Source Financial Advisors LLC Investment ManagersFinance Source Financial Advisors LLC (Source) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2012 and is principally owned by Michelle Smith. Source provides investment advisory services to individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | Finance |
Alexandra & James Advisory Services LLC
![]() Alexandra & James Advisory Services LLC Investment ManagersFinance Founded in 2006, Alexandra & James Advisory Services LLC is a registered investment advisor located in New York City. , Inc. The firm is a subsidiary of Alexandra & James, Inc. They provide wealth management, asset allocation, and portfolio construction services to individuals, pension and profit sharing plans, charitable organizations and corporations. | Finance |