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Linda Jeanne Smith

Linda J. Smith

WILLIAM MACK & ASSOCIATES
Treasure Island, FL
Some features on this profile are disabled
CRD#: 6765666
Linda Jeanne Smith

Professional summary

Linda Jeanne Smith, CFP®, who also goes by Linda Jeanne Storey, is a registered financial advisor currently at WILLIAM MACK & ASSOCIATES INC located in Treasure Island, Florida.

Linda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Linda has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Linda Jeanne Storey

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 Linda Jeanne 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®
CFP®

Certified Financial Planner

Start date: 2015

Experience

Current

March 6, 2017 - Present

WILLIAM MACK & ASSOCIATES INC

RIA
CRD#: 107377
Treasure Island, FL

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".
WM
WILLIAM MACK & ASSOCIATES INC
MACK WILLIAM & ASSOCIATES INC | WILLIAM MACK & ASSOCIATES INC

CRD#: 107377 / SEC#: 801-42259

RIA
Registered Investment Advisory firm - (9/3/1992 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
Florida
(8/20/2025)
IAR
Michigan
(3/6/2017)

Exams

Current Firm

WM
WILLIAM MACK & ASSOCIATES INC
MACK WILLIAM & ASSOCIATES INC | WILLIAM MACK & ASSOCIATES INC

CRD#: 107377 / SEC#: 801-42259

RIA
Registered Investment Advisory firm - (9/3/1992 Approved)
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Contact information

Main Address
1301 W. Long Lake Rd., Suite 115, Troy, MI 48098
Mailing Address
Phone number
(248) 643-4310
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (14 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

WMA ADV 2A BROCHURE (7/22/2025)

Regulatory assets under management

Total Number of Accounts983
AUM (Assets Under Management)$ 820,394,535

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

WILLIAM MACK & ASSOCIATES INC

CRD#: 107377Treasure Island, FL

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