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Cynthia Lynn De Sainte Maresville

Cynthia L. De Sainte Maresville

SMITHBRIDGE ASSET MANAGEMENT
Bethany Beach, DE
Some features on this profile are disabled
CRD#: 2348319
Cynthia Lynn De Sainte Maresville

Professional summary

Cynthia Lynn De Sainte Maresville, CFP®, who also goes by Cynthia Lynn Destemaresville, Cynthia Lynn Todd, Cynthia Lynn Weatherby, is a registered financial advisor currently at SMITHBRIDGE ASSET MANAGEMENT, INC. located in Bethany Beach, Delaware.

Cynthia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Cynthia has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Cynthia Lynn Destemaresville | Cynthia Lynn Todd | Cynthia Lynn Weatherby

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.
Independent Insurance Agent; investment related; Glen Mills, PA; insurance sales; insurance agent; start date 11/1994; approx. 40 hrs/month 0 hrs/month during securities trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cynthia Lynn De Sainte Maresville'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: 2003

Experience

Current

July 13, 2022 - Present

SMITHBRIDGE ASSET MANAGEMENT, INC.

RIA
CRD#: 106261
Bethany Beach, DE
Past

November 11, 2020 - April 12, 2022

QUANTUM STRATEGIES WEALTH ADVISORY

RIA
CRD#: 226572
BETHANY BEACH, DE
Past

March 25, 2017 - January 31, 2019

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
Glen Mills, PA
Past

March 25, 2017 - January 31, 2019

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Glen Mills, PA
Past

November 18, 2003 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
MARLTON, NJ
Past

September 5, 2002 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
MARLTON, NJ
Past

September 5, 2002 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
MARLTON, NJ
Past

May 5, 1993 - September 6, 2002

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
EDISON, NJ

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".
SA
SMITHBRIDGE ASSET MANAGEMENT, INC.
SMITHBRIDGE ASSET MANAGEMENT INC | SMITHBRIDGE ASSET MANAGEMENT, INC.

CRD#: 106261 / SEC#: 801-53667

RIA
Registered Investment Advisory firm - (1/16/1997 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
Delaware
(7/13/2022)
IAR
Pennsylvania
(3/22/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 5/6/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/20/1999
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/4/1993
Investment Company Products/Variable Contracts Representative Examination

Current Firm

SA
SMITHBRIDGE ASSET MANAGEMENT, INC.
SMITHBRIDGE ASSET MANAGEMENT INC | SMITHBRIDGE ASSET MANAGEMENT, INC.

CRD#: 106261 / SEC#: 801-53667

RIA
Registered Investment Advisory firm - (1/16/1997 Approved)
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Contact information

Main Address
116 Commons Court, Chadds Ford, PA 19317
Mailing Address
Phone number
(610) 361-9141
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (20 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts1,061
AUM (Assets Under Management)$ 665,788,590

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

SMITHBRIDGE ASSET MANAGEMENT, INC.

CRD#: 106261Bethany Beach, DE

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