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Anne Flegal Smith

Partner, Chief Compliance OfficerSmith Partners Wealth Management, LLCCRD 4387417

About Anne Flegal Smith

Anne Flegal Smith is listed as Partner, Chief Compliance Officer at Smith Partners Wealth Management, LLC in Greensboro, NC. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Smith Partners Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Anne Flegal Smith work?

Anne Flegal Smith is listed as Partner, Chief Compliance Officer at Smith Partners Wealth Management, LLC on SEC Form ADV.

How much of Smith Partners Wealth Management, LLC does Anne Flegal Smith own?

Form ADV reports a beneficial ownership band of 10-25%.

Smith Partners Wealth Management, LLC

TitlePartner, Chief Compliance Officer
Ownership10-25%
Control personYes
Since2003
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