Anne Flegal Smith
Partner, Chief Compliance OfficerSmith Partners Wealth Management, LLCCRD 4387417
About Anne Flegal Smith
Anne Flegal Smith is listed as Partner, Chief Compliance Officer at Smith Partners Wealth Management, LLC in Greensboro, NC. Form ADV reports a beneficial ownership band of 10-25%.
Reported ownership
Owns 10-25% of Smith Partners Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Anne Flegal Smith work?
Anne Flegal Smith is listed as Partner, Chief Compliance Officer at Smith Partners Wealth Management, LLC on SEC Form ADV.
How much of Smith Partners Wealth Management, LLC does Anne Flegal Smith own?
Form ADV reports a beneficial ownership band of 10-25%.
Smith Partners Wealth Management, LLC
| Title | Partner, Chief Compliance Officer |
| Ownership | 10-25% |
| Control person | Yes |
| Since | 2003 |