Craig K. Smith

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2018 → 08/2018
  Tyler Technologies
  Yarmouth, ME
• 12/2017 → 01/2018
  Anton Lemieux Financial Group
  Falmouth, ME
• 12/2017 → 01/2018
  Amputee Association Of Maine
  Falmouth, ME
• 04/2013 → 08/2017
  Woodlands Club
  Falmouth, ME
• 08/2015 → 05/2019
  University Of New Hampshire
  Durham, NH
• 09/2017 → 05/2019
  Fore On 4 Driving Range
  Lee, NH
• 03/2019 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 03/2019 → Present
  Equitable Advisors, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2019-07-19

Other Names

• Craig K. Smith
• Craig Smith