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Caleb Andrew Smith

Westmoor Wealth LLC

Boston, MA

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Current Employers
Westmoor Wealth Llc

Boston, MA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-09
MA RA APPROVED 2026-01-02
  • TX RA
    APPROVED_RES
    Since 2026-04-09
  • MA RA
    APPROVED
    Since 2026-01-02

Branch Locations

Boston, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Management & Research Merrimack NH 07/2015 04/2019
Forward Financing Boston MA 04/2019 06/2020
Edelman Financial Engines Boston MA 06/2020 06/2024
Sageview Advisory Group Boston MA 06/2024 12/2025
Westmoor Wealth Llc Boston MA 09/2025 Present
  • 07/2015 → 04/2019
    Fidelity Management & Research
    Merrimack, NH
  • 04/2019 → 06/2020
    Forward Financing
    Boston, MA
  • 06/2020 → 06/2024
    Edelman Financial Engines
    Boston, MA
  • 06/2024 → 12/2025
    Sageview Advisory Group
    Boston, MA
  • 09/2025 → Present
    Westmoor Wealth Llc
    Boston, MA
Previous Registrations
Designations

View on SEC IAPD

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