AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RS

Roy Smith

Some features on this profile are disabled
CRD#: 1256581
RS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Roy Smith was a registered financial professional .

Roy is a previously registered financial professional and started their career in finance in 1984. Roy had worked at 9 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 10, 1991 - November 18, 1991

FLEMMING, ANDERSON, COHEN & LEE, INC.

BD
CRD#: 23121
Past

April 11, 1990 - October 17, 1990

HASAN GROWNEY CO. INC.

BD
CRD#: 17137
Past

March 6, 1990 - April 16, 1990

PACIFIC SOUTHERN SECURITIES, INC.

BD
CRD#: 13155
Past

February 20, 1990 - March 6, 1990

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
Past

June 13, 1989 - January 17, 1990

J F LOWE & COMPANY INCORPORATED

BD
CRD#: 11830
Past

May 12, 1989 - July 5, 1989

YAEGER SECURITIES, INC.

BD
CRD#: 10118
Past

November 23, 1988 - May 17, 1989

BAGLEY SECURITIES, INC.

BD
CRD#: 8643
Past

November 9, 1987 - November 28, 1988

HAMPTON SECURITIES, INC.

BD
CRD#: 16660
Past

March 25, 1985 - November 13, 1987

BLINDER, ROBINSON & CO., INC.

BD
CRD#: 5096
Past

September 24, 1984 - December 20, 1984

BLINDER, ROBINSON & CO., INC.

BD
CRD#: 5096

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/24/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FA
FLEMMING, ANDERSON, COHEN & LEE, INC.
AUBURN EQUITIES, INC. | PHOENIX PARTNERS, INC. | FLEMMING, ANDERSON, COHEN & LEE, INC.

CRD#: 23121 / SEC#: , 8-40210

BD
Cancelled by SEC on 10/03/1996
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Colorado since 06/15/1988
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FLEMMING, ANDERSON, COHEN & LEE, INC.

CRD#: 23121

TRUST BUT VERIFY

Monitor Roy Smith

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics