CARLI RENEE SMITH is an investment adviser representative (IAR) with state registration records since 2014, appearing at 3 firms. Currently registered with BURKHOLDER WEALTH MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| BURKHOLDER WEALTH MANAGEMENT | 2024-03-01 | present | Yes |
| ML&R WEALTH MANAGEMENT LLC | 2018-05-30 | 2024-03-05 | — |
| DIMENSIONAL FUND ADVISORS LP | 2014-10-14 | 2017-03-09 | — |