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GS

Gordon L. Smith

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CRD#: 427706
GS

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.

Gordon Lee Smith was a registered financial professional .

Gordon is a previously registered financial professional and started their career in finance in 1968. Gordon had worked at 3 firms and has passed the Series 65, Series 63, PC, Series 1, Series 4, Series 27 and Series 40 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

July 31, 2012 - October 29, 2014

BALTIMORE CAPITAL MANAGEMENT, INC.

RIA
CRD#: 109949
BALTIMORE, MD
Past

April 21, 1993 - December 31, 2005

ARMATA PARTNERS, L.P.

BD
CRD#: 30989
BALTIMORE, MD
Past

May 14, 1968 - June 18, 1991

ALEX. BROWN & SONS INCORPORATED

BD
CRD#: 20

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
IAR
Series 65
Date: 2/12/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
PC
Date: 11/8/1986
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 5/8/1968
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 40
Date: 12/14/1977
Registered Principal Examination

Current Firm


BC
BALTIMORE CAPITAL MANAGEMENT, INC.
BALTIMORE CAPITAL MANAGEMENT INC. | BALTIMORE CAPITAL MANAGEMENT, INC.

CRD#: 109949 / SEC#: 801-110282

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Contact information


Main Address
575 S. Charles St. Suite 506, Baltimore, MD 21201
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADV FORM 2A (2/8/2019)

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


BALTIMORE CAPITAL MANAGEMENT, INC.

CRD#: 109949

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