Best Investors Account Sign in
Inactive

Jeffrey Robert Smith

North Shore Investment Consulting LLC

Wilmette, IL

CRD 1750020

Claim This Profile
Employer firm

North Shore Investment Consulting LLC CRD 131763

$171M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
North Shore Investment Consulting Llc

1150 Wilmette Avenue, Suite E, Wilmette, IL 60091 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-10
IL RA APPROVED 2004-07-06
  • TX RA
    APPROVED
    Since 2022-01-10
  • IL RA
    APPROVED
    Since 2004-07-06

Branch Locations

1150 Wilmette Avenue, Suite E, Wilmette, IL 60091 • 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
North Shore Investment Consulting, Llc Wilmette IL 02/2004 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-11-11
  • S63 Uniform Securities Agent State Law Examination
    1987-11-11
Designations
  • Certified Financial Planner
Other Names
  • Jeffrey Robert Smith

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
EQUITY SERVICES, INC.
UHLMANN INVESTMENT MANAGEMENT, L.L.C.

Nearby Investors

MONIKA A STELMACH
MARVIN MAURICE SIEGEL
STEVEN MEYER SIEGEL

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · WILMETTE, IL
EQUITY SERVICES, INC. · WILMETTI, IL
UHLMANN INVESTMENT MANAGEMENT, L.L.C. · SKOKIE, IL

More in Wilmette, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor