Kyle C. Smith
Financial Advisor @Signature Estate & Investment Advisors, LLC
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WORK HISTORY
Financial Advisor @Signature Estate & Investment Advisors, LLC
Tysons Corner, VA, US
Signature Estate & Investment Advisors, LLC® (SEIA) is a Registered Investment Advisory firm offering wealth management services tailored to meet the unique needs of affluent individuals, institutions and corporations. SEIA\'s reputation is earned on a daily basis in each client relationship and professional affiliation we maintain. Accordingly, SEIA and its affiliates manage $32.0 billion in client assets as of September 30, 2025.SEIA offers specialized expertise, adhering to the strict principles and ethical standards set forth by the CFA Institute and Certified Financial Planner Board of Standards, Inc. SEIA partners and advisors concentrate on the strategic collaboration of the following areas: •Investment Management: portfolio management and trading of securities based on client needs, objectives and risk tolerance. •Financial Planning: careful review of client\'s financial position, stated goals and objectives along with an appropriate financial plan. Includes insurance planning, estate planning, legacy planning, corporate benefit planning and/or philanthropic management. •Investment Consulting: managed account services wherein the client\'s portfolio is reviewed on a quarterly basis and the client retains full control of trades and allocations. •Retirement Plan Consulting: advisory services targeted at business owners and retirement plan fiduciaries in regards to business retirement plans.
EDUCATION
College for Financial Planning
Certificate in Financial Planning, Certified Financial Planner Board of Standards #182629
Towson University
B.S.
ABOUT KYLE C. SMITH
Signature Estate & Investment Advisors, LLC (SEIA) is an SEC-registered investment adviser; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Securities offered through Signature Estate Securities, LLC, member FINRA/SIPC. Investment advisory services offered through SEIA, LLC, 2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067,(31••••••23.For additional disclosure information please visit our website at: VA Ins. License #536072Investment advisory services offered through SEIA, LLC. Securities offered through Signature Estate Securities, LLC, member FINRA/SIPC. 2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067,(31••••••23.
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