William Clark Smith

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 06/2016 → 12/2021
  Stuart Medical Supply
  Canton, MS
• 03/2020 → 10/2024
  Financial & Tax Architects, Inc.
  St Louis, MO
• 04/2020 → 10/2024
  Advisormax, Llc
  St. Louis, MO
• 02/2025 → Present
  Golden Years Financial, Llc
  Madison, MS
• 02/2025 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 11/2024 → 01/2025
  Retired
  Canton, MS

Previous Registrations

• 2020-05-19 → 2024-11-08
  Financial & Tax Architects, Llc
  St. Louis, MO
  Franklin, TN
• 2006-08-15 → 2015-11-04
  Element Wealth, Llc
  Ridgeland, MS
• 2000-06-30 → 2006-07-24
  Ubs Financial Services Inc.
  Jackson, MS
  Jackson, MS

Other Businesses

Golden Years Financial; Yes, Investment Related; 1300 Hwy 51, Madison, MS 39110; Insurance Sales; POSITION Managing Partner; Start Date 02/2025; Approx. 20 hours a month; Approx. 10 hours during trading; Insurance Sales and Services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-24
• S63 Uniform Securities Agent State Law Examination
  1991-02-21

Other Names

• Clark Smith