| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Mario Corrao Control | Financial Planning Director/Partner | Under 5% | 2023 |
| Erica Marie Lupercio Control | Brand Director/Partner | Under 5% | 2023 |
| Michael Aaron Riskin Control | Vice President/Treasurer/Director | 25-50% | 2017 |
Chas. P. Smith & Associates, PA, Cpa's reports $2.7 billion in regulatory assets under management on its Form ADV.
Chas. P. Smith & Associates, PA, Cpa's reports 60 employees.
Chas. P. Smith & Associates, PA, Cpa's is based in Lakeland, FL and has been SEC-registered since 1989.
Chas. P. Smith & Associates, PA, Cpa's is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 205 East Orange Street #310, Lakeland, FL 33801-4611 |
| Phone | 863-688-1725 |
| Fax | 888-972-5548 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $2.66B |
| Non-discretionary | $37K |
| Total (RAUM) | $2.66B |