Eric Michael Smith
Investment adviser representative at Invicta Advisors LLC
22 yearsExperience
1 stateRegistered in
$310.2MFirm assets
7 yearsFirm in business
Are you Eric Michael 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Invicta Capital LLCNov 2018 to now
- Invicta Advisors, LLCOct 2018 to now
- 1682 Wealth Management, LLCDec 2016 to now
- Trustmont Advisory Group, IncOct 2014 to Nov 2018
- Trustmont Financial Group, Inc.Jan 2013 to Nov 2018
- Karen W. Dewar Registered RepJun 2004 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (PA).
Invicta Advisors LLC
$310.2MAssets managed
1,163Clients
11Advisers
7 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
- 4832474
- Firm CRD
- 298868