Jeffrey Scott Smith
Professional Summary
Jeffrey Scott Smith, who also goes by Jeff Smith, is a registered financial advisor currently at VELOCITY CAPITAL, LLC located in New York, New York and GOLD STREET CAPITAL, LLC located in New York, New York. Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1994. Jeffrey has worked at 14 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 7, Series 14 and Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jeff Smith
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Contact Information
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Disclosures on record.
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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Years of Experience
32 years in the financial services industry
Current & Past Employments
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Current Firm
BFIN FINANCIAL SERVICES, LLC | GOLD STREET CAPITAL, LLC
Contact Information
Main Address
199 Water Street 8th Floor, New York, NY 10038Mailing Address
199 Water Street 8th Floor, New York, NY 10038Phone Number
(917) 494-6375Established
Illinois since 11/12/2015Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (2 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(3/11/2026)
(3/12/2026)
(3/11/2026)
(3/11/2026)
(3/12/2026)
(3/11/2026)
(3/11/2026)
(5/14/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Jun 2005SRO Registrations
SRO Registrations
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SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Scott Smith's CRS (Customer Relationship Summary).
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