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Cynthia Lynn De Sainte Maresville

Smithbridge Asset Management, Inc.

Chadds Ford, PA

Bethany Beach, DE

CRD 2348319

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Employer firm

Smithbridge Asset Management, Inc. CRD 106261

$831M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Smithbridge Asset Management, Inc.

116 Commons Court, Chadds Ford, PA 19317 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-03-22
DE RA APPROVED 2022-07-13
  • PA RA
    APPROVED
    Since 2023-03-22
  • DE RA
    APPROVED
    Since 2022-07-13

Branch Locations

116 Commons Court, Chadds Ford, PA 19317 • United States

Bethany Beach, DE • 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
Mml Investors Services, Llc Glen Mills PA 03/2017 01/2019
Quantum Strategies, Llc Glen Mills PA 11/2020 04/2022
Quantum Strategies, Llc Glen Mills PA 02/2019 04/2022
Independent Insurance Agent Glen Mills PA 11/1994 Present
Mml Investors Services, Llc Glen Mills PA 03/2017 01/2019
Msi Financial Services, Inc. Marlton NJ 09/2002 03/2017
Msi Financial Services, Inc. Marlton NJ 11/2003 03/2017
Metlife Securities, Inc. New York NY 08/2002 03/2017
Metropolitan Life Insurance Company New York NY 08/2002 03/2017
Smithbridge Asset Management Inc Chadds Ford PA 04/2022 Present
  • 03/2017 → 01/2019
    Glen Mills, PA
  • 11/2020 → 04/2022
    Quantum Strategies, Llc
    Glen Mills, PA
  • 02/2019 → 04/2022
    Quantum Strategies, Llc
    Glen Mills, PA
  • 11/1994 → Present
    Independent Insurance Agent
    Glen Mills, PA
  • 03/2017 → 01/2019
    Glen Mills, PA
  • 09/2002 → 03/2017
    Msi Financial Services, Inc.
    Marlton, NJ
  • 11/2003 → 03/2017
    Msi Financial Services, Inc.
    Marlton, NJ
  • 08/2002 → 03/2017
    Metlife Securities, Inc.
    New York, NY
  • 08/2002 → 03/2017
    Metropolitan Life Insurance Company
    New York, NY
  • 04/2022 → Present
    Chadds Ford, PA
Previous Registrations
Other Businesses

Independent Insurance Agent; investment related; Glen Mills, PA; insurance sales; insurance agent; start date 11/1994; approx. 40 hrs/month 0 hrs/month during securities trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-05-06
  • S63 Uniform Securities Agent State Law Examination
    1993-05-06
Designations
  • Certified Financial Planner
Other Names
  • Cynthia Lynn Todd
  • Cynthia Lynn Weatherby
  • Cynthia Lynn Destemaresville

View on SEC IAPD

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