SS
CFP
SS
CFP

Sidney Philip Smith

3 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

1790 38th St Ste 101, Boulder, CO, 80301

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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

Sidney provides administrative support and financial planning/consulting services through Financial Steward Associates, LLC, an independent investment advisor firm, since 2022 and 2025 respectively. These activities take about 10% of Sidney's time.

Employment History
Current Registrations
LPL Financial LLC
April 2025 - Present · 10 mos
Financial Steward Associates, LLC
October 2024 - Present · 1 yr 4 mos
LPL Financial LLCBroker
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
January 2022 - July 2022 · 6 mos
State Registrations1 state
CO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.