CS
Caleb A. Smith
WESTMOOR WEALTH LLC
BOSTON, MA
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CRD#: 5940514
CS
Professional summary
Caleb Andrew Smith is a registered financial advisor currently at WESTMOOR WEALTH LLC located in Boston, Massachusetts.
Caleb is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Caleb has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view Caleb Andrew Smith'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®
NoneExperience
Current
January 2, 2026 - Present
WESTMOOR WEALTH LLC
RIA
CRD#: 338390
BOSTON, MA
Past
March 31, 2025 - August 14, 2025
SAGEVIEW ADVISORY GROUP, LLC
RIA
CRD#: 126777
Boston, 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(1/2/2026)
Exams
Current Firm
WW
WESTMOOR WEALTH LLC
WESTMOOR WEALTH LLC
CRD#: 338390 / SEC#:
Massachusetts
Registered Investment Advisory firm - (1/2/2026 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Boston, MA
Mailing Address
Phone number
(781) 366-2864
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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