Lisette C. Smith

THE ADVISORY GROUP OF SAN FRANCISCO

Scituate, MA

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CRD#: 1665492

Professional summary

Lisette Chassey Smith, CFP®, who also goes by Lisette Marie Chassey, is a registered financial advisor currently at THE ADVISORY GROUP OF SAN FRANCISCO, LLC located in Scituate, Massachusetts.

Lisette is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Lisette has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lisette Marie Chassey

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) - RIA

Click below to view Lisette Chassey Smith's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1991

Experience

Current

October 18, 2016 - Present

THE ADVISORY GROUP OF SAN FRANCISCO, LLC

RIA

CRD#: 108110

Scituate, MA

Past

August 30, 2006 - November 3, 2009

GARNET GROUP LLC

RIA

CRD#: 141389

BOSTON, MA

Past

October 11, 2000 - December 31, 2006

SMITH RAPACZ, LLC

RIA

CRD#: 128298

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE ADVISORY GROUP OF SAN FRANCISCO, LLC

ADVISORY GROUP OF SAN FRANCISCO LLC | THE ADVISORY GROUP OF SAN FRANCISCO, LLC

CRD#: 108110 / SEC#: 801-56848

RIA

Registered Investment Advisory firm - (9/27/1999 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(10/18/2016)

IAR

Massachusetts
(6/4/2024)

IAR

Texas
(10/18/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

THE ADVISORY GROUP OF SAN FRANCISCO, LLC

ADVISORY GROUP OF SAN FRANCISCO LLC | THE ADVISORY GROUP OF SAN FRANCISCO, LLC

CRD#: 108110 / SEC#: 801-56848

RIA

Registered Investment Advisory firm - (9/27/1999 Approved)

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Contact information

Main Address

44 Montgomery St. Suite 300, San Francisco, CA 94104

Mailing Address

Phone number

(415) 977-1200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AGSF - ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	50
AUM (Assets Under Management)	$ 825,288,953

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.

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Lisette C. Smith

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lisette Chassey Smith's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE ADVISORY GROUP OF SAN FRANCISCO, LLC

GARNET GROUP LLC

SMITH RAPACZ, LLC

Primary Firm SEC Registration

THE ADVISORY GROUP OF SAN FRANCISCO, LLC

State Registrations and Notice Filings

Exams

Current Firm

THE ADVISORY GROUP OF SAN FRANCISCO, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE ADVISORY GROUP OF SAN FRANCISCO, LLC

TRUST BUT VERIFY

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