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AS

Aidan S. Smith

INNOVEST PORTFOLIO SOLUTIONS LLC
Denver, CO 80237
Some features on this profile are disabled
CRD#: 6583879
AS

Professional summary

Aidan Sloan Smith, CPWA®, who also goes by Sloan Smith, is a registered financial advisor currently at INNOVEST PORTFOLIO SOLUTIONS LLC located in Denver, Colorado.

Aidan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Aidan has worked at 1 firm and has passed the Series 65 and Series 3 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Sloan 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) - RIA

Click below to view Aidan Sloan Smith's CRS (Customer Relationship Summary).
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®
CPWA®

Certified Private Wealth Advisor

Start date: 2018-12-03

Expire date: 2024-11-30

Experience

Current

March 8, 2016 - Present

INNOVEST PORTFOLIO SOLUTIONS LLC

Office #1: 7979 E. Tufts Ave. Suite 1700, Denver, CO 80237
RIA
CRD#: 106110
Denver, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IP
INNOVEST PORTFOLIO SOLUTIONS LLC
CITYWIDE WEALTH MANAGEMENT | INSIGHT EMPLOYEE BENEFIT COMMUNICATIONS | INNOVEST PORTFOLIO SOLUTIONS LLC | INNOVEST PORTFOLIO SOLUTIONS INC

CRD#: 106110 / SEC#: 801-51483

RIA
Registered Investment Advisory firm - (3/19/1996 Approved)

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
Arizona
(5/2/2024)
IAR
California
(3/29/2024)
IAR
Colorado
(3/8/2016)
IAR
Florida
(4/17/2024)
IAR
Texas
(4/12/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/8/2016
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 3
Date: 12/9/2010
National Commodity Futures Examination

Current Firm

IP
INNOVEST PORTFOLIO SOLUTIONS LLC
CITYWIDE WEALTH MANAGEMENT | INSIGHT EMPLOYEE BENEFIT COMMUNICATIONS | INNOVEST PORTFOLIO SOLUTIONS LLC | INNOVEST PORTFOLIO SOLUTIONS INC

CRD#: 106110 / SEC#: 801-51483

RIA
Registered Investment Advisory firm - (3/19/1996 Approved)
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Contact information

Main Address
7979 E. Tufts Ave. Suite 1700, Denver, CO 80237
Mailing Address
Phone number
(303) 694-1900
Established
Firm type
Fiscal year end
# of Employees
61

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INNOVEST PORTFOLIO SOLUTIONS LLC (8/25/2025)

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/31/2025
Cover Page
Report
03/19/2024
Cover Page
Report
04/26/2023
Cover Page
Report

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

INNOVEST PORTFOLIO SOLUTIONS LLC

CRD#: 106110Denver, CO 80237

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