SmartWealth

SmartWealth

Financial Services Maitland, Florida, United States 8 employees
Employees
8
Contacts
3
Emails
3
Phones
2

SmartWealth Overview

Headquarters
Maitland, Florida, United States
Phone Number
Available in AeroLeads
Website
smartwealth.net
Industry
Financial Services
Employees
8
Founded
1992
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About SmartWealth

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 14021 METROPOLIS AVE., FORT MYERS, FL 33912, ph# (239) 561-2900. PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. SmartWealth, LLC is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. 7819342.1 Exp 4/27

SmartWealth Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
2
50.0% coverage

SmartWealth Org Chart

Sample employees and titles
Name Title Contact
Jason Greene Owner / Managing Member - Financial
Email
Sam Smothers Smartwealth, Howmoneyworks,wealthwave
Email Phone
Phillip Henry, Mpa,cap®ricp® Financial Representative
Email Phone
Eddie O. Nieto Advisor/sole Propietor
View

Employees by Management Level

Individual contributor 4 profiles
Executive 2 profiles

Department Contact Coverage

Department Contacts Email Phone
Marketing 1 1 0

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