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Carla Smart

Skybound Wealth Usa

Geneva

Houston, TX

CRD 7795175

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Employer firm

Skybound Wealth Usa CRD 313358

$166M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Skybound Wealth Usa

2700 Post Oak Boulevard 21St Floor, Houston, TX 77056 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-11-23
  • TX RA
    APPROVED
    Since 2023-11-23

Branch Locations

International Center Cointrin, Block C, 2Nd Floor 20 Route De Pre Bois, Cp 1821, Geneva 1215 • Switzerland

2700 Post Oak Boulevard 21St Floor, Houston, TX 77056 • 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
Skybound Wealth Management Geneva 09/2013 Present
Skybound Wealth Management Usa, Llc Houston TX 11/2023 Present
  • 09/2013 → Present
    Skybound Wealth Management
    Geneva
  • 11/2023 → Present
    Skybound Wealth Management Usa, Llc
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-23
  • S65 Uniform Investment Adviser Law Examination
    2023-11-23

View on SEC IAPD

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