Henry Walling Smith
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
11 yearsExperience
1 stateRegistered in
$138.7BFirm assets
21 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 assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
11 years in the industry.
- Cambridge Investment Research Advisors, Inc.Jul 2026 to now
- Cambridge Investment Research, Inc.Jul 2026 to now
- Equitable Advisors, LLCNov 2025 to Jun 2026
- UnemployedJun 2025 to Nov 2025
- Boston College RecreationSep 2023 to May 2025
- Cetera Advisors/bright Futures Wealth ManagementApr 2023 to Dec 2024
- Winton Village ApartmentsMay 2022 to Aug 2022
- Boston CollegeAug 2021 to May 2025
- Briar Manor ApartmentsMay 2021 to Jul 2021
- Goldfish Swim SchoolOct 2020 to Apr 2021
- Monroe Family YmcaApr 2019 to Nov 2019
- Mcquaid Jesuit Middle/high SchoolSep 2015 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 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
- 7733921
- Firm CRD
- 134139