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Whitney Rhyne Smith

Ae Wealth Management, LLC

Huntsville, AL

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Current Employers
Ae Wealth Management, Llc

2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2024-12-16
  • AL RA
    APPROVED
    Since 2024-12-16

Branch Locations

305 Quality Circle Nw Ste B, Huntsville, AL 35806 • 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
Morgan Stanley Huntsville AL 04/2019 12/2024
Longview Financial Advisors Huntsville AL 09/2014 04/2019
Ae Wealth Management, Llc Topeka KS 12/2024 Present
Wg Financial Group Huntsville AL 12/2024 Present
  • 04/2019 → 12/2024
    Huntsville, AL
  • 09/2014 → 04/2019
    Longview Financial Advisors
    Huntsville, AL
  • 12/2024 → Present
    Topeka, KS
  • 12/2024 → Present
    Wg Financial Group
    Huntsville, AL
Previous Registrations
  • 2020-08-03 → 2024-12-09
    Huntsville, AL
    Huntsville, AL
Other Businesses

1) Peyton Smith Memorial Foundation; Not Investment Related; 7503 Martha Drive, Huntsville, AL 35802; 501c3 nonprofit organization working to support families who have experience child loss, as well as families with children in the NICU; Board Member; 1hr/Mo; 0hrs/Mo during securities trading hours; Assist as needed with fundraising. 2) Sarah Gayle Gibbs Memorial Foundation; Not Investment Related; PO Box 325 Harvest, AL 35749; 501c3 nonprofit organization working to give back to families who have experienced catastrophic loss and to the community who supports them, mainly to the Pediatric ICU at Huntsville Hospital; Board Member; 1hr/Mo; 0hrs/Mo during securities trading hours; Assist as needed with fundraising. 3) Estate Planning Documents Services; Not Investment Related; 305 Quality Circle, Suite B, Huntsville AL 35806; Estate Planning; Facilitator; 6/8/2026; Approx. 20hrs/Mo; Approx. 20hrs/Mo during Securities Trading Hours; Introduce, Coordinate, and Provide access to platform for clients to prepare estate planning documents.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-31
  • S66 Uniform Combined State Law Examination
    2020-07-31
Designations
Other Names
  • Whitney M Rhyne
  • Whitney Michelle Rhyne
  • Whitney Smith

View on SEC IAPD

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