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Michelle Marie Smith
Directeur Général chez Source Financial Advisors LLC
Postes actifs de Michelle Marie Smith
Sociétés | Poste | Début | Fin |
---|---|---|---|
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. | Directeur Général | 29/06/2012 | - |
Fondateur | 29/06/2012 | - |
Historique de carrière de Michelle Marie Smith
Anciens postes connus de Michelle Marie Smith
Sociétés | Poste | Début | Fin |
---|---|---|---|
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. | Fondateur | 01/01/2006 | - |
Corporate Officer/Principal | 01/01/2006 | - |
Formation de Michelle Marie Smith
Radford University College of Business & Economics | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 4 |
2 |
Opérationnelle
Founder | 2 |
President | 1 |
Chief Executive Officer | 1 |
Sectorielle
Finance | 3 |
Commercial Services | 2 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 3 |
---|---|
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 |
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