ES
Eric Stephen Collier
CRD 5052172
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Smi Advisory Services, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
3 Fourteen & Smi Advisory Services, Llc
Portfolio Manager · Less than 5% · Nov 2024
-
Smi Advisory Services, Llc
Managing Member · Less than 5% · Jul 2024
-
Smi Advisory Services, Llc
Member · 25% – 50% · Jul 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗