Contey F. Smith
ORIGIN INVESTMENT ADVISORY
BUFORD, GA
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CRD#: 7124993
Contey Fulinia SmithORIGIN INVESTMENT ADVISORY
Professional summary
Contey Fulinia Smith, CFP®, who also goes by Contey F Williams, Contey Fulinia Williams, is a registered financial advisor currently at ORIGIN INVESTMENT ADVISORY LLC located in Buford, Georgia and MOTUS WEALTH located in Atlanta, Georgia.
Contey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Contey has worked at 4 firms .
At a Glance
Always Fiduciary
Min. Asset: Under $50K
Serves: Business Owners & Entrepreneurs
Serves: Corporate Executives
Services Offered
Financial Planning
Investment Management
Retirement Planning
Estate & Legacy Planning
Cashflow & Budgeting
Education Funding
Tax Planning
Specializations
ESG & Impact Investing
Aliases
Contey F Williams | Contey Fulinia Williams
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.
Contey Smith is contracted out as a financial planner for Blend Financial, Inc. dba Origin Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Contey Fulinia 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®
CFP®
Start date: 2018
Experience
Current
January 7, 2022 - Present
ORIGIN INVESTMENT ADVISORY LLC
RIA
CRD#: 305353
BUFORD, GA
Current
February 7, 2022 - Present
MOTUS WEALTH
Office #1: 3355 Lenox Road Ne Suite #750, Atlanta, GA 30326RIA
CRD#: 317889
Atlanta, GA
Past
August 19, 2021 - December 17, 2021
ELWOOD & GOETZ
RIA
CRD#: 154839
ATHENS, GA
Past
July 10, 2019 - June 17, 2020
TRUEWEALTH MANAGEMENT
RIA
CRD#: 111055
ATLANTA, GA
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".
OI
ORIGIN INVESTMENT ADVISORY LLC
BLEND FINANCIAL INC. | ORIGIN INVESTMENT ADVISORY LLC | ORIGIN INSURANCE SERVICES | ORIGIN FINANCIAL | ORIGIN
CRD#: 305353 / SEC#: 801-120236
RIA
Registered Investment Advisory firm - (1/25/2021 Approved)Arizona
Registered Investment Advisory firm - (2/10/2021 Terminated)California
Registered Investment Advisory firm - (3/12/2021 Terminated)Colorado
Registered Investment Advisory firm - (2/26/2021 Terminated)Florida
Registered Investment Advisory firm - (2/10/2021 Terminated)Louisiana
Registered Investment Advisory firm - (2/11/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (2/10/2021 Terminated)Michigan
Registered Investment Advisory firm - (2/11/2021 Terminated)Mississippi
Registered Investment Advisory firm - (2/10/2021 Terminated)New Jersey
Registered Investment Advisory firm - (5/28/2021 Terminated)New York
Registered Investment Advisory firm - (2/10/2021 Terminated)Ohio
Registered Investment Advisory firm - (2/11/2021 Terminated)Oregon
Registered Investment Advisory firm - (3/5/2021 Terminated)Tennessee
Registered Investment Advisory firm - (3/12/2021 Terminated)Texas
Registered Investment Advisory firm - (2/10/2021 Terminated)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
California(4/14/2023)
IAR
Georgia(1/7/2022)
IAR
Texas(4/7/2022)
Exams
What does exam status mean?
Current Firm
OI
ORIGIN INVESTMENT ADVISORY LLC
BLEND FINANCIAL INC. | ORIGIN INVESTMENT ADVISORY LLC | ORIGIN INSURANCE SERVICES | ORIGIN FINANCIAL | ORIGIN
CRD#: 305353 / SEC#: 801-120236
RIA
Registered Investment Advisory firm - (1/25/2021 Approved)Arizona
Registered Investment Advisory firm - (2/10/2021 Terminated)California
Registered Investment Advisory firm - (3/12/2021 Terminated)Colorado
Registered Investment Advisory firm - (2/26/2021 Terminated)Florida
Registered Investment Advisory firm - (2/10/2021 Terminated)Louisiana
Registered Investment Advisory firm - (2/11/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (2/10/2021 Terminated)Michigan
Registered Investment Advisory firm - (2/11/2021 Terminated)Mississippi
Registered Investment Advisory firm - (2/10/2021 Terminated)New Jersey
Registered Investment Advisory firm - (5/28/2021 Terminated)New York
Registered Investment Advisory firm - (2/10/2021 Terminated)Ohio
Registered Investment Advisory firm - (2/11/2021 Terminated)Oregon
Registered Investment Advisory firm - (3/5/2021 Terminated)Tennessee
Registered Investment Advisory firm - (3/12/2021 Terminated)Texas
Registered Investment Advisory firm - (2/10/2021 Terminated)Loading...
Contact information
Main Address
Sarasota, FL
Mailing Address
Phone number
(617) 227-3825
Established
Firm type
Fiscal year end
# of Employees
41
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,590 |
| AUM (Assets Under Management) | $ 34,660,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
