AS
AS

Ala Smochinsky

8 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
327 advisors
Number of Clients
3,621 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:$10K
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Location

9690 Deereco Road, Suite 650, Timonium, MD, 21093

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ala is a Director at The L. Warner Companies, Inc., where she establishes and services accounts, executes money movement, monitors client requests, prepares reports, and executes trades, dedicating full-time hours to this role. She also works as a Property Manager for Casablanca West Apartments, handling property administration, rent collection, tenant screening, and advertising, which takes about a quarter of her time.

Employment History
Current Registrations
M Holdings Securities, INC.Broker
March 2022 - Present · 3 yrs 11 mos
The L. Warner Companies, INC
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Four Points Capital Partners LLCBroker
January 2018 - October 2022 · 4 yrs 9 mos
Finestone Partners
January 2018 - June 2022 · 4 yrs 5 mos
Niagara International Capital LimitedBroker
April 2017 - January 2018 · 9 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.