

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
Profile Information
Director, Investment Management
SFI Advisors LLC
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Montclair
New Jersey
United States
May 15, 2024
Keylinks
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