Stacey Leigh Smith
Investment adviser representative at S&s Wealth Management
22 yearsExperience
2 statesRegistered in
$153.8MFirm assets
4 yearsFirm in business
Are you Stacey Leigh Smith? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- S&s Wealth Management, L.P.Feb 2004 to now
- Triad Advisors IncApr 2012 to Aug 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
S&s Wealth Management
Legal name: S & S Wealth Management, L.P.
$153.8MAssets managed
315Clients
4Advisers
4 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
- 2793307
- Firm CRD
- 130652