Jeffrey Smith Finkelman
Investment adviser representative at Fiduciary Trust International, LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$7.7BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Fiduciary Trust International, LLCJun 2020 to now
- Athena Capital AdvisorsJun 2015 to Jun 2020
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Fiduciary Trust International, LLC
$7.7BAssets managed
76Clients
14Advisers
23 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
- 6523935
- Firm CRD
- 124062