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Kaitlyn Smith

Personal Cfo Solutions LLC

Chester, NJ

Stow, MA

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Current Employers
Personal Cfo Solutions Llc

384 Main Street, Chester, NJ 07930-2528 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-08-12
  • NJ RA
    APPROVED
    Since 2026-08-12

Branch Locations

384 Main Street, Chester, NJ 07930-2528 • United States

Stow, MA • 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
Personal Cfo Solutions Llc Chester NJ 09/2024 Present
Design 2 Order Bedford MA 06/2018 08/2024
Delorey Contract Interiors Paxton MA 03/2016 06/2017
Various Contract Design Work Stow MA 03/2016 06/2018
  • 09/2024 → Present
    Personal Cfo Solutions Llc
    Chester, NJ
  • 06/2018 → 08/2024
    Design 2 Order
    Bedford, MA
  • 03/2016 → 06/2017
    Delorey Contract Interiors
    Paxton, MA
  • 03/2016 → 06/2018
    Various Contract Design Work
    Stow, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-07
  • S65 Uniform Investment Adviser Law Examination
    2026-08-07

View on SEC IAPD

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