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Lily Elizabeth Smith

Wealthspire Advisors

Reston, VA

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-06-25
  • VA RA
    APPROVED
    Since 2025-06-25

Branch Locations

11911 Freedom Drive, Reston, VA 20190 • 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
Rs Will Wealth Management Frederick MD 05/2023 08/2023
Wealthspire Advisors Reston VA 06/2024 07/2024
Wealthspire Advisors Reston VA 06/2025 Present
James Madison University Harrisonburg VA 09/2021 05/2025
Middle/High School Thurmont MD 06/2015 06/2021
  • 05/2023 → 08/2023
    Rs Will Wealth Management
    Frederick, MD
  • 06/2024 → 07/2024
    Wealthspire Advisors
    Reston, VA
  • 06/2025 → Present
    Wealthspire Advisors
    Reston, VA
  • 09/2021 → 05/2025
    James Madison University
    Harrisonburg, VA
  • 06/2015 → 06/2021
    Middle/High School
    Thurmont, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-17
  • S65 Uniform Investment Adviser Law Examination
    2025-04-17

View on SEC IAPD

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Other Investors

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ALLISON LORI Berlenbach Gormier
WILLIAM JESSE DWENGER
MATTHEW JON KRAUSE
BLAINE WILLIAM HOMAN
DEREK LESNAK

Other Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA
STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA
CERITY PARTNERS LLC · RESTON, VA
AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA
F L PUTNAM INVESTMENT MANAGEMENT CO. · RESTON, VA
WEALTHSPIRE ADVISORS · Reston, VA

More in Reston, VA

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