Sidney Reese Smith

Employer firm

Royal Fund Management, LLC CRD 144434

$1.56B regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISOR TO OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2005 → Present
  Self
  Fishersville, VA
• 12/2013 → Present
  Royal Fund Management, Llc
  Fishersville, VA

Previous Registrations

• 2010-04-01 → 2013-12-17
  Harvest Financial Group, Llc
  Richmond, VA
• 2008-08-01 → 2009-12-24
  Capitol City Advisory Group
  Staunton, VA
  Atlanta, GA
• 2007-09-10 → 2008-07-30
  Envision Investment Advisors, Llc
  Staunton, VA
  Omaha, NE

Other Businesses

Independent Licensed Insurance Agent; Life & Annuity; Fishersville, VA 22939; non investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-09-06
• S63 Uniform Securities Agent State Law Examination
  2000-07-17