CHAS. P. SMITH & ASSOCIATES, PA, CPA'S of LAKELAND, FL is an SEC-registered investment adviser (CRD 104914). Regulatory assets under management: $2.9B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Smith Lamont Charles | PRESIDENT/DIRECTOR; PRESIDENT/TREASURER/DIRECTOR | DENVER, CO |
| Leila Mehrizi Shaver | CHIEF COMPLIANCE OFFICER | — |
| Peter Charles Golotko | PRESIDENT/DIRECTOR; PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | — |
| Michael Aaron Riskin | VICE PRESIDENT/TREASURER/DIRECTOR | — |
| Nolen Bryan Bailey | VICE PRESIDENT/SECRETARY/DIRECTOR | — |
| Anthony Mario Corrao | FINANCIAL PLANNING DIRECTOR/PARTNER | — |
| Erica Marie Lupercio | BRAND DIRECTOR/PARTNER | — |
| MCCABE MICHAEL JOSEPH | CPALLIANCE DIRECTOR/PARTNER | — |
| GOLOTKO PETER CHARLES | DIRECTOR/CHIEF COMPLIANCE OFFICER; DIRECTOR/COMPLIANCE OFFICER; PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER (+2 more) | — |
| LUFFMAN JAMES MARTIN | SECRETARY/DIRECTOR; VICE PRESIDENT/SECRETARY/DIRECTOR | — |
| SMITH CHARLES PHELAN | PRESIDENT/TREASURER/DIRECTOR | — |
| ASHLEYIII FRANK MARSH | VICE PRESIDENT/DIRECTOR | — |
| BAILEY BRYAN | VICE PRESIDENT/DIRECTOR; VICE PRESIDENT/SECRETARY/DIRECTOR | — |
| LUFFMAN JAMES | SECRETARY/DIRECTOR | — |
| ASHLEY FRANK | VICE PRESIDENT/DIRECTOR | — |
| ASHLEY PATRICIA JILL | SPOUSE/RIA | — |
| RISKIN MICHAEL AARON | TREASURER/DIRECTOR; VICE PRESIDENT/TREASURER/DIRECTOR | — |
| CORRAO ANTHONY MARIO | FINANCIAL PLANNING DIRECTOR/PARTNER | — |
| Lupercio Erica Marie | BRAND DIRECTOR/PARTNER | — |
| Leigh Ann Davis | CHIEF OPERATING OFFICER | — |