Michelle Marie Smith
Chief Executive Officer at Source Financial Advisors LLC
Michelle Marie Smith active positions
| Companies | Position | Start | End |
|---|---|---|---|
DW Media LLC
 DW Media LLC Miscellaneous Commercial ServicesCommercial Services DW Media LLC provides online personal finance assistance for women. It offers a directory of financial advisors and business experts to help women at every life stage. The firm delivers advice across all areas of finance, career and entrepreneurship via daily email (sign up!) and website. The company is headquartered in Philadelphia, PA. | President | - | - |
Source Financial Advisors LLC
 Source Financial Advisors LLC Investment ManagersFinance Source Financial Advisors LLC (Source) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2012 and is principally owned by Michelle Smith. Source provides investment advisory services to individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | Chief Executive Officer | 29/06/2012 | - |
| Founder | 29/06/2012 | - |
Career history of Michelle Marie Smith
Former positions of Michelle Marie Smith
| Companies | Position | Start | End |
|---|---|---|---|
Alexandra & James Advisory Services LLC
 Alexandra & James Advisory Services LLC Investment ManagersFinance Founded in 2006, Alexandra & James Advisory Services LLC is a registered investment advisor located in New York City. , Inc. The firm is a subsidiary of Alexandra & James, Inc. They provide wealth management, asset allocation, and portfolio construction services to individuals, pension and profit sharing plans, charitable organizations and corporations. | Founder | 01/01/2006 | - |
| Corporate Officer/Principal | 01/01/2006 | - |
Training of Michelle Marie Smith
| Radford University College of Business & Economics | Undergraduate Degree |
Statistics
International
| United States | 4 |
| 2 |
Operational
| Founder | 2 |
| President | 1 |
| Chief Executive Officer | 1 |
Sectoral
| Finance | 3 |
| Commercial Services | 2 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
DW Media LLC
DW Media LLC Miscellaneous Commercial ServicesCommercial Services DW Media LLC provides online personal finance assistance for women. It offers a directory of financial advisors and business experts to help women at every life stage. The firm delivers advice across all areas of finance, career and entrepreneurship via daily email (sign up!) and website. The company is headquartered in Philadelphia, PA. | Commercial Services |
Source Financial Advisors LLC
Source Financial Advisors LLC Investment ManagersFinance Source Financial Advisors LLC (Source) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2012 and is principally owned by Michelle Smith. Source provides investment advisory services to individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | Finance |
Alexandra & James Advisory Services LLC
Alexandra & James Advisory Services LLC Investment ManagersFinance Founded in 2006, Alexandra & James Advisory Services LLC is a registered investment advisor located in New York City. , Inc. The firm is a subsidiary of Alexandra & James, Inc. They provide wealth management, asset allocation, and portfolio construction services to individuals, pension and profit sharing plans, charitable organizations and corporations. | Finance |
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