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SS

Shaylor Smith

PRO CAPITAL
SOUTHLAKE, TX 76092
Some features on this profile are disabled
CRD#: 7831108
SS

Professional summary

Shaylor Smith is a registered financial advisor currently at PRO CAPITAL LLC located in Southlake, Texas.

Shaylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Shaylor has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

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 Shaylor 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®
None

Experience

Current

June 2, 2025 - Present

PRO CAPITAL LLC

Office #1: 578 North Kimball Avenue Suite 120, Southlake, TX 76092
RIA
CRD#: 334371
SOUTHLAKE, TX
Past

May 28, 2024 - April 8, 2026

OSAIC WEALTH, INC.

RIA
CRD#: 23131
SOUTHLAKE, TX
Past

February 29, 2024 - April 8, 2026

OSAIC WEALTH, INC.

BD
CRD#: 23131
SOUTHLAKE, TX

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
(6/2/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/14/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/29/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/13/2023
Securities Industry Essentials Examination

Current Firm

PC
PRO CAPITAL LLC
PRO CAPITAL LLC | PRO CAPITAL, LLC | PRO CAPITAL WEALTH MANAGEMENT

CRD#: 334371 / SEC#:

Texas
Registered Investment Advisory firm - (6/2/2025 Approved)
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Contact information

Main Address
578 North Kimball Avenue Suite 120, Southlake, TX 76092
Mailing Address
Phone number
(817) 912-1223
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts124
AUM (Assets Under Management)$ 64,000,000

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

PRO CAPITAL LLC

CRD#: 334371Southlake, TX 76092

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