MARILYN F SMITH is an investment adviser representative (IAR) with state registration records since 2012, appearing at 5 firms. Currently registered with CONCURRENT INVESTMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS, LLC | 2023-05-31 | present | Yes |
| CONCURRENT INVESTMENT ADVISORS, LLC | 2023-05-19 | 2023-05-19 | — |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2018-01-31 | 2023-06-05 | — |
| ROBERT W. BAIRD & CO. INCORPORATED | 2017-05-11 | 2018-01-31 | — |
| U.S. BANCORP INVESTMENTS, INC. | 2017-01-03 | 2017-05-26 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2012-03-27 | 2017-01-06 | — |