TS
Thomas E. Smith
VITA WEALTH ADVISORS
MANHATTAN BEACH, CA 90266
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CRD#: 7976200
TS
Professional summary
Thomas Edward Smith is a registered financial advisor currently at VITA WEALTH ADVISORS, LLC located in Manhattan Beach, California.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Thomas has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Edward 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®
NoneExperience
Current
August 23, 2024 - Present
VITA WEALTH ADVISORS, LLC
Office #1: 24 Westport Fl 2, Manhattan Beach, CA 90266RIA
CRD#: 331838
MANHATTAN BEACH, CA
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(8/23/2024)
Exams
Current Firm
VW
VITA WEALTH ADVISORS, LLC
VITA WEALTH ADVISORS, LLC
CRD#: 331838 / SEC#:
California
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Contact information
Main Address
24 Westport Fl 2, Manhattan Beach, CA 90266
Mailing Address
Phone number
(310) 243-6442
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 19 |
| AUM (Assets Under Management) | $ 45,406,411 |
Red Flags
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