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Stephen Richard Smith

President / CcoStephen Smith Financial Inc.CRD 6713437

About Stephen Richard Smith

Stephen Richard Smith is listed as President / Cco at Stephen Smith Financial Inc. in Schaumburg, IL. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Stephen Smith Financial Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Stephen Richard Smith work?

Stephen Richard Smith is listed as President / Cco at Stephen Smith Financial Inc. on SEC Form ADV.

How much of Stephen Smith Financial Inc. does Stephen Richard Smith own?

Form ADV reports a beneficial ownership band of Over 75%.

Stephen Smith Financial Inc.

TitlePresident / Cco
OwnershipOver 75%
Control personYes
Since2025