Best Investors
Account
Sign in
Best Investors
Account
Sign in
Smartleaf Asset Management LLC CRD 172273
$6.85B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Bowdoin Square Suite 1000, 10Th Floor, Boston, MA 02114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-01-30 |
Branch Locations
One Bowdoin Square Suite 1000, 10Th Floor, Boston, MA 02114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Smartleaf, Inc | Cambridge | MA | 05/2007 | Present |
| Smartleaf Asset Management | Cambridge | MA | 01/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-01 |
Reach out to this advisor