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Beth Mary Smyth

Investment adviser representative at Mws Capital Consultants LLC
12 yearsExperience
4 statesRegistered in
$193.7MFirm assets
4 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Mws Capital Consultants, LLCApr 2025 to now
  2. Mws Capital Consultants, LLCJun 2024 to Aug 2024
  3. Depaul UniversitySep 2023 to Jun 2024
  4. StudentJan 2014 to Apr 2025

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 4 states (CA, IL, NJ, TX).

Mws Capital Consultants LLC

$193.7MAssets managed
142Clients
4Advisers
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
8078154
Firm CRD
125061
Advisor's SEC record (opens in a new tab)
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