William Preston Smythe
Investment adviser representative at Abacus Capital Advisors
10 yearsExperience
1 stateRegistered in
$119.5MFirm assets
1 yearFirm 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Abacus Capital Advisors, LLCApr 2024 to now
- Alpha Prime Capital, LLCMar 2018 to now
- Glenmede Trust CompanyOct 2016 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (FL).
Abacus Capital Advisors
Legal name: Abacus Capital Advisors LLC
$119.5MAssets managed
48Clients
3Advisers
1 yearIn 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
- 6943752
- Firm CRD
- 309295