Carla Smart

SKYBOUND WEALTH MANAGEMENT USA

Geneva, 1215

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CRD#: 7795175

Professional summary

Carla Smart is a registered financial advisor currently at SKYBOUND WEALTH MANAGEMENT USA, LLC .

Carla is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Carla has worked at 1 firm and has passed the Series 65 exam.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carla Smart'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

November 23, 2023 - Present

SKYBOUND WEALTH MANAGEMENT USA, LLC

Office #1: International Center Cointrin, Block A 1st. Floor 20 Route De Pre Bois, Cp 1821, Geneva, 1215

RIA

CRD#: 313358

Geneva,

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".

SKYBOUND WEALTH MANAGEMENT USA, LLC

SKYBOUND WEALTH MANAGEMENT USA | SKYBOUND WEALTH MANAGEMENT USA, LLC

CRD#: 313358 / SEC#: 801-121157

RIA

Registered Investment Advisory firm - (5/6/2021 Approved)

Ohio

Registered Investment Advisory firm - (5/30/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Texas
(11/23/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/23/2023

Uniform Investment Adviser Law Examination

Current Firm

SKYBOUND WEALTH MANAGEMENT USA, LLC

SKYBOUND WEALTH MANAGEMENT USA | SKYBOUND WEALTH MANAGEMENT USA, LLC

CRD#: 313358 / SEC#: 801-121157

RIA

Registered Investment Advisory firm - (5/6/2021 Approved)

Ohio

Registered Investment Advisory firm - (5/30/2023 Terminated)

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Contact information

Main Address

2700 Post Oak Boulevard 21st Floor, Houston, TX 77056

Mailing Address

Phone number

+1 (346) 845-0001

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - ANNUAL UPDATE 2023 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	310
AUM (Assets Under Management)	$ 160,577,958

Red Flags

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Carla Smart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carla Smart's CRS (Customer Relationship Summary).

Certified licenses

Experience

SKYBOUND WEALTH MANAGEMENT USA, LLC

Primary Firm SEC Registration

SKYBOUND WEALTH MANAGEMENT USA, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/23/2023

Current Firm

SKYBOUND WEALTH MANAGEMENT USA, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SKYBOUND WEALTH MANAGEMENT USA, LLC

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