# SMARTASSET

SMARTASSET of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 307375
- Type: SEC-registered investment adviser
- SEC file number: 801-118374
- Location: 122 EAST 42ND ST, NEW YORK, NY, 10168
- Phone: 646-360-0802
- Latest filing: 2026-03-20
- Clients: 250

## Business model

- Compensation: Other
- Clients served: Other

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| [JAMES MICHAEL KENNEDY](https://search.stillhousedata.com/person/293432) | CHIEF COMPLIANCE OFFICER | NORWALK, CT |
| [Michael Anthony Carvin](https://search.stillhousedata.com/person/700097) | CHIEF EXECUTIVE OFFICER | — |
| [Meghan Beth Lapides](https://search.stillhousedata.com/person/700098) | CHIEF PEOPLE OFFICER | — |
| [David Kevin Jones](https://search.stillhousedata.com/person/700099) | CHIEF FINANCIAL OFFICER | — |
| [Peitro Nmn Silvio](https://search.stillhousedata.com/person/700100) | CHIEF TECHNOLOGY OFFICER | — |
| [Brian Bourque](https://search.stillhousedata.com/person/700101) | CHIEF MARKETING OFFICER | — |
| [KENNEDY JAMES MICHAEL](https://search.stillhousedata.com/person/732906) | CHIEF COMPLIANCE OFFICER | — |
| [TAYLOR SEAN C](https://search.stillhousedata.com/person/773879) | CHIEF MARKETING OFFICER | — |
| [JONES DEREK KEVIN](https://search.stillhousedata.com/person/786641) | CHIEF FINANCIAL OFFICER | — |
| [MALLOY THOMAS W](https://search.stillhousedata.com/person/858464) | VP, FINANCE AND OPERATIONS; VP, FINANCE AND OPERATIONS, CHIEF COMPLIANCE OFFICER | — |
| [CARVIN MICHAEL ANTHONY](https://search.stillhousedata.com/person/858465) | CHIEF EXECUTIVE OFFICER | — |
| [FRISONE DAVID PHILIP](https://search.stillhousedata.com/person/862453) | CHIEF REVENUE OFFICER | — |
| [Lapides Meghan Beth](https://search.stillhousedata.com/person/871551) | CHIEF PEOPLE OFFICER | — |
| [Gun Aniket Anand](https://search.stillhousedata.com/person/871552) | CHIEF PRODUCT OFFICER | — |
| [Lafeer Mohamed Firoze](https://search.stillhousedata.com/person/871553) | CHIEF TECHNOLOGY OFFICER | — |
| [SILVIO PEITRO NMN](https://search.stillhousedata.com/person/875572) | CHIEF TECHNOLOGY OFFICER | — |
| [GUNE ANIKET ANAND](https://search.stillhousedata.com/person/876557) | CHIEF PRODUCT OFFICER | — |
| [Peitro (Nmn) Silvio](https://search.stillhousedata.com/person/971851) | CHIEF TECHNOLOGY OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/307375/brochure
- Similar advisers: https://search.stillhousedata.com/firm/307375/similar
- Related entities: https://search.stillhousedata.com/firm/307375/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/307375

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.