Karen Diane Smith
Investment adviser representative at Greenwood Capital Associates, LLC
10 yearsExperience
1 stateRegistered in
$1.8BFirm assets
25 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Greenwood Capital Associates, LLCApr 2016 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (SC).
Greenwood Capital Associates, LLC
$1.8BAssets managed
731Clients
16Advisers
25 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
- 7005953
- Firm CRD
- 115015