Kaitlyn Smith
Investment adviser representative at Personal Cfo Solutions LLC
10 yearsExperience
2 statesRegistered in
$1.6BFirm assets
14 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 fee
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.
- Personal Cfo Solutions LLCSep 2024 to now
- Design 2 OrderJun 2018 to Aug 2024
- Various Contract Design WorkMar 2016 to Jun 2018
- Delorey Contract InteriorsMar 2016 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (MA, NJ).
Personal Cfo Solutions LLC
$1.6BAssets managed
653Clients
10Advisers
14 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
- 8295262
- Firm CRD
- 158248