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Tiffany Orcutt

Cantor Fitzgerald Investment Advisors

New York, NY

CRD 5686125

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Employer firm

Cantor Fitzgerald Investment Advisors CRD 159296

$3.24B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Cantor Fitzgerald Investment Advisors

110 East 59Th Street 7Th Floor, New York, NY 10022 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2023-02-07
NY RA APPROVED 2023-02-07
  • CT RA
    APPROVED
    Since 2023-02-07
  • NY RA
    APPROVED
    Since 2023-02-07

Branch Locations

110 East 59Th Street 7Th Floor, New York, NY 10022 • 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
Smith Asset Management Group Dallas TX 05/2013 01/2023
Cantor Fitzgerald Investment Advisors, Lp New York NY 02/2023 Present
  • 05/2013 → 01/2023
    Smith Asset Management Group
    Dallas, TX
  • 02/2023 → Present
    Cantor Fitzgerald Investment Advisors, Lp
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-11-22
S63 Uniform Securities Agent State Law Examination 2010-03-03
  • S65 Uniform Investment Adviser Law Examination
    2013-11-22
  • S63 Uniform Securities Agent State Law Examination
    2010-03-03
Other Names
  • Tiffany Lynn Smith
  • Tiffany Smith Orcutt

View on SEC IAPD

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