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Lillia Smith

Rtd Financial Advisors Inc

Philadelphia, PA

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Current Employers
Rtd Financial Advisors Inc

30 S. 17Th Street Ste 1620, Philadelphia, PA 19103 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-10-01
  • PA RA
    APPROVED
    Since 2025-10-01

Branch Locations

30 S. 17Th Street Ste 1620, Philadelphia, PA 19103 • 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
York Suburban Senior High School York PA 09/2015 06/2020
Temple University Philadelphia PA 08/2017 05/2021
Radnor Financial Advisors, Llc Wayne PA 07/2020 07/2023
Corient Wayne PA 07/2023 02/2024
Corient Services Llc Miami FL 07/2023 02/2024
Cipw Service Company, Llc Toronto 01/2023 07/2023
Rtd Financial Advisors Inc Philadelphia PA 02/2024 10/2025
Rtd Financial Advisors Inc Philadelphia PA 10/2025 Present
  • 09/2015 → 06/2020
    York Suburban Senior High School
    York, PA
  • 08/2017 → 05/2021
    Temple University
    Philadelphia, PA
  • 07/2020 → 07/2023
    Radnor Financial Advisors, Llc
    Wayne, PA
  • 07/2023 → 02/2024
    Corient
    Wayne, PA
  • 07/2023 → 02/2024
    Corient Services Llc
    Miami, FL
  • 01/2023 → 07/2023
    Cipw Service Company, Llc
    Toronto
  • 02/2024 → 10/2025
    Rtd Financial Advisors Inc
    Philadelphia, PA
  • 10/2025 → Present
    Rtd Financial Advisors Inc
    Philadelphia, PA
Previous Registrations
  • 2022-11-02 → 2024-03-12
    Corient
    Wayne, PA
    Miami, FL
  • 2022-07-09 → 2023-03-31
    Radnor Financial Advisors, Llc
    Wayne, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-08
  • S65 Uniform Investment Adviser Law Examination
    2022-07-08
Designations

View on SEC IAPD

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Other Offices

GLENMEDE INVESTMENT MANAGEMENT, LP · PHILADELPHIA, PA
CLARK CAPITAL MANAGEMENT GROUP INC · PHILADELPHIA, PA
GLOBAL ADVISERS, LLC · PHILADELPHIA, PA
BIOPHY CAPITAL MANAGEMENT LLC · PHILADELPHIA, PA
VERITABLE FINANCIALS LLC · PHILADELPHIA, PA
CHARLES SCHWAB & CO., INC. · Philadelphia, PA
MORGAN STANLEY · Philadelphia, PA
J.P. MORGAN SECURITIES LLC · Philadelphia, PA

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