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Stephen S

Series 65

Chiefland, FL

Smith Asset Management Co., LLC

Stephen Smith is a financial advisor at Smith Asset Management Co., LLC in Chiefland, FL. He holds a Series 65 designation and has three years of industry experience, including prior service in the U.S. Military from 2020 to 2023. Smith Asset Management Co., LLC provides discretionary portfolio management and advisory consulting to a range of clients, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm creates customized portfolios emphasizing preferred stocks and corporate bonds, utilizing a variety of analytical approaches tailored to client objectives and risk tolerance.

Active portfolio management Options & derivatives strategies
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Benjamin S

Series 65

Casselberry, FL

Smith Asset Management Co., LLC

Benjamin Smith is a financial advisor at Smith Asset Management Co., LLC with 20 years of industry experience. He holds a Series 65 designation and has been affiliated with Barry University School of Law since 2003. Smith Asset Management Co., LLC provides discretionary portfolio management and advisory consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm constructs customized portfolios emphasizing preferred stocks and corporate bonds, utilizing a variety of analytic approaches tailored to client needs.

Active portfolio management Options & derivatives strategies
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Benjamin S

Series 65

Chiefland, FL

Smith Asset Management Co., LLC

Benjamin Smith is a financial advisor at Smith Asset Management Co., LLC with five years of industry experience. He holds a Series 65 designation and has prior work experience with the US Army and as an instructor at Stetson University of Law. Smith Asset Management Co., LLC provides discretionary portfolio management and advisory consulting services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm constructs customized portfolios emphasizing preferred stocks and corporate bonds, employing various analytic approaches tailored to client needs and conducting ongoing account monitoring.

Active portfolio management Options & derivatives strategies
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