Rand K. Spero

STREET SMART FINANCIAL

LEXINGTON, MA 02421

Some features on this profile are disabled

CRD#: 5491796

Professional summary

Rand Kevin Spero, CFP®, who also goes by Rand Spero, is a registered financial advisor currently at STREET SMART FINANCIAL, LLC located in Lexington, Massachusetts.

Rand is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Rand has worked at 1 firm .

Core Areas of Focus

Business Owners

Corporate Executives

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Women's Financial Planning Issues

Biography

For more information, visit our website at www.streetsmartfinancial.com

Question & Answer

What are your service offerings?

Life Transitions

Comprehensive Financial Planni...

Small Business Planning

Investment Planning

Retirement Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Rand Spero

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 Rand Kevin Spero's 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: 2007

Experience

Current

March 25, 2008 - Present

STREET SMART FINANCIAL, LLC

Office #1: 21 Worthen Rd Suite 1-2b, Lexington, MA 02421

RIA

CRD#: 146422

LEXINGTON, MA

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

Massachusetts
(3/25/2008)

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

STREET SMART FINANCIAL, LLC

CRD#: 146422 / SEC#:

Massachusetts

Registered Investment Advisory firm - (3/25/2008 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

21 Worthen Rd Suite 1-2b, Lexington, MA 02421

Mailing Address

Phone number

(781) 860-7878

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	59
AUM (Assets Under Management)	$ 58,000,000

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.

Contact information

(xxx) xxx-xxxx

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Tamara Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Rand K. Spero

Professional summary

Core Areas of Focus

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rand Kevin Spero's CRS (Customer Relationship Summary).

Certified licenses

Experience

STREET SMART FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Current Firm

STREET SMART FINANCIAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STREET SMART FINANCIAL, LLC

TRUST BUT VERIFY

Contact information

Similar Advisors