Nicole Lea Smith
Investment adviser representative at Israel Investment Advisors, LLC
12 yearsExperience
1 stateRegistered in
$96.3MFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Israel Investment Advisors, LLCSep 2025 to now
- Ghp Investment Advisors, Inc.Feb 2025 to now
- Lifetime FitnessMar 2024 to Feb 2025
- Ep Wealth AdvisorsJul 2023 to Mar 2024
- New West PhysiciansJan 2023 to Jul 2023
- UnemployedMay 2021 to Jan 2023
- Elevation Physical TherapyOct 2020 to May 2021
- Chuze FitnessOct 2019 to Oct 2020
- Kirsch Wealth AdvisorsMar 2019 to Oct 2019
- UnemployedJun 2014 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
Israel Investment Advisors, LLC
$96.3MAssets managed
5Clients
26Advisers
16 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
- 4009292
- Firm CRD
- 153952