Chad Smith, C(K)P®

Chad Smith, C(K)P® Email and Phone Number

Managing Partner, Portfolio Director at Reveille Wealth Management, LLC @
Chad Smith, C(K)P®'s Location
Atlanta Metropolitan Area, United States, United States
About Chad Smith, C(K)P®

My primary goal is to serve our clients with excellence and help them achieve their financial and life goals. I strive for this objective everyday by combining my vast experience in investment analysis and portfolio management with a passion for stewardship of what our clients entrust to me and our team.

Chad Smith, C(K)P®'s Current Company Details
Reveille Wealth Management, LLC

Reveille Wealth Management, Llc

Managing Partner, Portfolio Director at Reveille Wealth Management, LLC
Chad Smith, C(K)P® Work Experience Details
  • Reveille Wealth Management, Llc
    Managing Partner, Portfolio Director
    Reveille Wealth Management, Llc Jan 2021 - Present
    Financial Advisor, RJFSSecurities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Reveille Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
  • Morgan Stanley
    Vice President, Financial Advisor, Portfolio Management Director
    Morgan Stanley Jul 2011 - Jan 2021
    Wealth Management Firm
  • Smith Capital, Llc
    Managing Director / Portfolio Manager
    Smith Capital, Llc Jun 2008 - Jul 2011
    Wealth Management Firm
  • Armstrong Smith Planning Group, Llc
    Partner / Portfolio Manager
    Armstrong Smith Planning Group, Llc Aug 2001 - Jun 2008
    Wealth Management Firm

Chad Smith, C(K)P® Education Details

  • Georgia State University - J. Mack Robinson College Of Business
    Georgia State University - J. Mack Robinson College Of Business
    Finance

Frequently Asked Questions about Chad Smith, C(K)P®

What company does Chad Smith, C(K)P® work for?

Chad Smith, C(K)P® works for Reveille Wealth Management, Llc

What is Chad Smith, C(K)P®'s role at the current company?

Chad Smith, C(K)P®'s current role is Managing Partner, Portfolio Director at Reveille Wealth Management, LLC.

What schools did Chad Smith, C(K)P® attend?

Chad Smith, C(K)P® attended Georgia State University - J. Mack Robinson College Of Business.

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