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JS

Jacquelyn N. Smith

REYNDERS, MCVEIGH CAPITAL MANAGEMENT
BOSTON, MA 02109
Some features on this profile are disabled
CRD#: 6777859
JS

Professional summary

Jacquelyn Nicole Smith, who also goes by Jacquelyn Nicole D'angelo, Jacqui Nicole D'angelo, Jacquelyn Smith, Jacqui Nicole Smith, is a registered financial advisor currently at REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC located in Boston, Massachusetts.

Jacquelyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jacquelyn has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jacquelyn Nicole D'angelo | Jacqui Nicole D'angelo | Jacquelyn Smith | Jacqui Nicole 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 Jacquelyn Nicole 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®
None

Experience

Current

February 2, 2021 - Present

REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC

Office #1: 10 Post Office Square Suite N1010, Boston, MA 02109
RIA
CRD#: 137342
BOSTON, MA
Past

August 10, 2017 - January 14, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
BOSTON, MA
Past

July 5, 2017 - January 14, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
BOSTON, MA

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".
RM
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC
FRESH POND CAPITAL | REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC | REYNDERS CAPITAL MANAGEMENT, LLC | FRESH POND CAPITAL, LLC (RELYING ADVISER)

CRD#: 137342 / SEC#: 801-64812

RIA
Registered Investment Advisory firm - (11/21/2005 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
Massachusetts
(2/2/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/9/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/5/2017
General Securities Representative Examination

Current Firm

RM
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC
FRESH POND CAPITAL | REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC | REYNDERS CAPITAL MANAGEMENT, LLC | FRESH POND CAPITAL, LLC (RELYING ADVISER)

CRD#: 137342 / SEC#: 801-64812

RIA
Registered Investment Advisory firm - (11/21/2005 Approved)
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Contact information

Main Address
10 Post Office Square Suite N1010, Boston, MA 02109
Mailing Address
Phone number
(617) 226-9999
Established
Firm type
Fiscal year end
# of Employees
34

SEC notice filing (53 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

REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC ADV PART 2A BROCHURE (6/9/2025)

Regulatory assets under management

Total Number of Accounts749
AUM (Assets Under Management)$ 3,916,569,543

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
08/26/2025
Cover Page
Report
11/27/2024
Cover Page
Report
01/02/2024
Cover Page
Report
11/28/2022
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

REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC

CRD#: 137342Boston, MA 02109

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