SMRITI DHALL is an investment adviser representative (IAR) with state registration records since 2011, appearing at 4 firms. Currently registered with WEALTHSPIRE ADVISORS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WEALTHSPIRE ADVISORS LLC | 2025-01-03 | present | Yes |
| LENOX ADVISORS, INC. | 2017-01-30 | 2018-05-01 | — |
| PENINSULA WEALTH, LLC | 2013-10-18 | 2015-11-12 | — |
| BLUEPOINTE CAPITAL MANAGEMENT, LLC | 2011-05-12 | 2013-04-01 | — |