Profiel
Mr. Michael A.
Smith is a President & Partner at Avidian Wealth Solutions LLC.
He has over 15 years of investment experience.
His experience includes portfolio management, securities markets, debt securities, equities, options and alternative investments.
Mr. Smith is responsible for portfolio management, financial analysis, research, and business development.
He works to implement broad, multi-asset class investment opportunities for the firm’s clients.
He holds a B.A.
in Business Management from Sam Houston State University.
Actieve functies van Mike Smith
| Bedrijven | Functie | Begin |
|---|---|---|
Avidian Wealth Solutions LLC
 Avidian Wealth Solutions LLC Investment ManagersFinance Avidian Wealth Solutions LLC (Avidian) is an independent, SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Michael Smith in 2003 as Streettalk Advisors LLC and changed their name into STA Wealth Management LLC in 2013. They became Avidian Wealth Solutions LLC in 2021. Avidian provides investment supervisory services and manages investment advisory accounts for individuals, high net-worth individuals, pension and profit-sharing plans, pooled investment vehicles, and corporations or other business. They also provide investment management services on a wrap fee basis. | Oprichter | 01-01-2003 |
Opleiding van Mike Smith
| Sam Houston State University | Undergraduate Degree |
Ervaring
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 1 |
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Avidian Wealth Solutions LLC
Avidian Wealth Solutions LLC Investment ManagersFinance Avidian Wealth Solutions LLC (Avidian) is an independent, SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Michael Smith in 2003 as Streettalk Advisors LLC and changed their name into STA Wealth Management LLC in 2013. They became Avidian Wealth Solutions LLC in 2021. Avidian provides investment supervisory services and manages investment advisory accounts for individuals, high net-worth individuals, pension and profit-sharing plans, pooled investment vehicles, and corporations or other business. They also provide investment management services on a wrap fee basis. | Finance |
