William Wallace Smith
Investment adviser representative at Girard Pension Services, LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$733.8MFirm assets
Are you William Wallace 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.
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Girard Investment Services, LLCAug 2024 to now
- Girard Pension Services, LLCApr 2024 to now
- Foreside Funds Distributors LLCMar 2019 to Sep 2023
- Dupont Capital ManagementDec 2014 to Feb 2024
- Dupont Capital Management Marketing CorporationDec 2014 to Mar 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 1 state (PA).
Girard Pension Services, LLC
$733.8MAssets managed
62Clients
7Advisers
24 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
- 2905401
- Firm CRD
- 117901