Lisette Chassey Smith
Investment adviser representative at The Advisory Group of San Francisco, LLC
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$809.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- The Advisory Group of San Francisco, LLCOct 2016 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (CA, MA, TX).
The Advisory Group of San Francisco, LLC
$809.9MAssets managed
140Clients
5Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1665492
- Firm CRD
- 108110