Andrea Kiely Smith
Investment adviser representative at Hb Wealth
11 yearsExperience
1 stateRegistered in
$30.2BFirm assets
4 yearsFirm in business
Are you Andrea Kiely 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
11 years in the industry.
- Hb WealthAug 2025 to now
- Hb Wealth Management, LLCAug 2025 to now
- JPMorgan Chase Bank NAAug 2019 to Aug 2025
- JPMorgan Securities LLCAug 2019 to Aug 2025
- UnemployedMay 2019 to Aug 2019
- JP Morgan Securities LLCJun 2018 to Aug 2018
- Duke's Fuqua School of BusinessAug 2017 to May 2019
- UnemployedJun 2017 to Jul 2017
- Fti ConsultingMay 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
Hb Wealth
Legal name: Hb Wealth Management, LLC
$30.2BAssets managed
5,459Clients
168Advisers
4 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
- 7168423
- Firm CRD
- 316731