AeroLeads people directory · profile
Chad Smith, C(K)P® Email & Phone Number
Managing Partner, Portfolio Director
at
Reveille Wealth Management
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Managing Partner, Portfolio Director
Location
Atlanta Metropolitan Area, United States
Company size
Who is Chad Smith, C(K)P®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Chad Smith, C(K)P® is listed as Managing Partner, Portfolio Director at Reveille Wealth Management, a with 15 employees, based in Atlanta Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Chad Smith, C(K)P®.
Chad Smith, C(K)P® previously worked as Managing Partner, Portfolio Director at Reveille Wealth Management, Llc and Vice President, Financial Advisor, Portfolio Management Director at Morgan Stanley. Chad Smith, C(K)P® holds Bachelors Of Business Administration, Finance from Georgia State University - J. Mack Robinson College Of Business.
Company email context
Email format at Reveille Wealth Management
This section adds company-level context without repeating Chad Smith, C(K)P®'s masked contact details.
Reveille Wealth Management
Review company-level records connected to Chad Smith, C(K)P® before choosing the right outreach path.
Profile bio
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.
Current workplace
Chad Smith, C(K)P®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Reveille Wealth Management
5 roles
Chad Smith, C(K)P® work experience
A career timeline built from the work history available for this profile.
Managing Partner, Portfolio Director
Reveille Wealth Management, Llc
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.
Vice President, Financial Advisor, Portfolio Management Director
Morgan Stanley
Wealth Management Firm
Jul 2011 - Jan 2021
Managing Director / Portfolio Manager
Smith Capital, Llc
Wealth Management Firm
Jun 2008 - Jul 2011
Partner / Portfolio Manager
Armstrong Smith Planning Group, Llc
Wealth Management Firm
Aug 2001 - Jun 2008
1 education record
Chad Smith, C(K)P® education
-
Georgia State University - J. Mack Robinson College Of Business
FAQ
Frequently asked questions about Chad Smith, C(K)P®
Quick answers generated from the profile data available on this page.
What company does Chad Smith, C(K)P® work for?
Chad Smith, C(K)P® works for Reveille Wealth Management.
What is Chad Smith, C(K)P®'s role at Reveille Wealth Management?
Chad Smith, C(K)P® is listed as Managing Partner, Portfolio Director at Reveille Wealth Management.
Where is Chad Smith, C(K)P® based?
Chad Smith, C(K)P® is based in Atlanta Metropolitan Area, United States while working with Reveille Wealth Management.
What companies has Chad Smith, C(K)P® worked for?
Chad Smith, C(K)P® has worked for Reveille Wealth Management, Reveille Wealth Management, Llc, Morgan Stanley, Smith Capital, Llc, and Armstrong Smith Planning Group, Llc.
How can I contact Chad Smith, C(K)P®?
You can use AeroLeads to view verified contact signals for Chad Smith, C(K)P® at Reveille Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Chad Smith, C(K)P® attend?
Chad Smith, C(K)P® holds Bachelors Of Business Administration, Finance from Georgia State University - J. Mack Robinson College Of Business.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial