Smartasset

Adviser in New York, NY

SEC registeredNo commissions reported

Call (646) 360-0802 Send a message Map ↗

Public-record details

Address: 122 East 42nd St, Suite 4300, New York, NY 10168
Phone: (646) 360-0802
Legal name: Smartasset Advisors LLC
CRD number: 307375
Registration: SEC registered since 2020-04-03
Compensation (Form ADV 5.E): Other (Referral Fees From Other Rias)
Commissions: None reported (Form ADV Item 5.E)
Clients reported (Form ADV 5.D): Fewer than 5
Employees: 250
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-20

SEC registered investment adviser, CRD 307375, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 307375 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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