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

Managing Partner, Portfolio Director at Reveille Wealth Management, LLC at Reveille Wealth Management, LLC
Location: Atlanta Metropolitan Area, United States, United States 4 work roles 1 school
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Current company
Reveille Wealth Management, LLC
Role
Managing Partner, Portfolio Director at Reveille Wealth Management, LLC
Location
Atlanta Metropolitan Area, United States, United States

Who is Chad Smith, C(K)P®? Overview

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Quick answer

Chad Smith, C(K)P® is listed as Managing Partner, Portfolio Director at Reveille Wealth Management, LLC at Reveille Wealth Management, LLC, based in Atlanta Metropolitan Area, United States, 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.

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

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Reveille Wealth Management, LLC
Reveille Wealth Management, Llc
Managing Partner, Portfolio Director at Reveille Wealth Management, LLC
4 roles

Chad Smith, C(K)P® work experience

A career timeline built from the work history available for this profile.

Managing Partner, Portfolio Director

Current
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.

Jan 2021 - Present

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

What is Chad Smith, C(K)P®'s role at Reveille Wealth Management, LLC?

Chad Smith, C(K)P® is listed as Managing Partner, Portfolio Director at Reveille Wealth Management, LLC at Reveille Wealth Management, LLC.

Where is Chad Smith, C(K)P® based?

Chad Smith, C(K)P® is based in Atlanta Metropolitan Area, United States, United States while working with Reveille Wealth Management, LLC.

What companies has Chad Smith, C(K)P® worked for?

Chad Smith, C(K)P® has worked for 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, LLC, 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.

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