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Scott Smith

Director, Investment Management

SFI Advisors LLC

United States, New Jersey, Montclair

About Me

Scott R. Smith serves as portfolio manager and financial analyst for SFI Advisors for individual and institutional clients. He is responsible for portfolio management. Scott joined SFI Advisors in 2003 from Merrill Lynch Investment Managers, where he served sixteen years actively managing assets in excess of $450 million. His expertise adds further sophistication to SFI Advisors discretionary money management capabilities. Client objectives include stock and bond portfolios invested in US, global and international capital investments. Scott is a Chartered Financial Analyst® and has successfully passed the Certified Public Accountant exams. He is a member of the New York Society of Security A
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Profile Information

Director, Investment Management

SFI Advisors LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Montclair

New Jersey

United States

May 15, 2024

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