Best Investors Account Sign in
Inactive

Linda Carleu Smith

Crescat Portfolio Management LLC

Denver, CO

Claim This Profile
Current Employers
Crescat Portfolio Management Llc

44 Cook Street Suite 100, Denver, CO 80206 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-05-01
CO RA APPROVED 2015-11-09
  • TX RA
    APPROVED_RES
    Since 2021-05-01
  • CO RA
    APPROVED
    Since 2015-11-09

Branch Locations

44 Cook Street Suite 100, Denver, CO 80206 • 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
Crescat Portfolio Managment Llc Denver CO 03/2006 Present
  • 03/2006 → Present
    Crescat Portfolio Managment Llc
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-08-06
S63 Uniform Securities Agent State Law Examination 1994-01-03
  • S65 Uniform Investment Adviser Law Examination
    2015-08-06
  • S63 Uniform Securities Agent State Law Examination
    1994-01-03
Other Names
  • Linda Carleu

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Denver, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor