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Alexander D. Weston Smith

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CRD#: 5200163
AW

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.

Alexander Dominic Weston Smith, who also goes by Alexander Dominic Weston-smith, was a registered financial professional .

Alexander is a previously registered financial professional and started their career in finance in 2008. Alexander had worked at 3 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Alexander Dominic Weston-Smith

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

October 18, 2010 - December 31, 2014

ALEXANDER DOMINIC WESTON SMITH

RIA
CRD#: 154745
MONTECITO, CA
Past

June 1, 2009 - March 3, 2010

MORGAN STANLEY

RIA
CRD#: 149777
SANTA BARBARA, CA
Past

June 1, 2009 - March 3, 2010

MORGAN STANLEY

BD
CRD#: 149777
SANTA BARBARA, CA
Past

January 19, 2009 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
SANTA BARBARA, CA
Past

November 19, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
SANTA BARBARA, CA

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: 1/16/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 31
Date: 1/23/2009
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


AD
ALEXANDER DOMINIC WESTON SMITH
ALEXANDER DOMINIC WESTON SMITH | WS FINANCIAL, LLC | WESTON SMITH FINANCIAL

CRD#: 154745 / SEC#:

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Contact information


Main Address
Montecito, CA
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


ALEXANDER DOMINIC WESTON SMITH

CRD#: 154745

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