RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
L•••• L••• C•••••••
- Title
- Chief Family Office Strategistreportedleelynsmith.comfirm site, Sep 15, 2026
- Business email
- lchamness@leelynsmith.comreportedleelynsmith.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- L••••• S••••• L•• independent RIA currentsince Apr 7, 2021 · Geneva, Il
- N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• formerOct 23, 2017 to Nov 29, 2017 · Geneva, Il
- H•••••••• A•••••• G••••• L•• formerNov 21, 2014 to Oct 17, 2016 · Downers Grove, Il
- L•• F•••••••• L•• BD affiliatedJul 1, 2008 to Aug 26, 2013 · Downers Grove, Il
- A••••••••• F•••••••• S•••••••• L•• national BDOct 8, 2007 to Feb 6, 2008 · Warrenville, Il
- N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• to L••••• S••••• L••left Nov 29, 2017, registered Apr 7, 2021 (1225 days) · Other · moved with a team
- H•••••••• A•••••• G••••• L•• to N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N••left Oct 17, 2016, registered Oct 23, 2017 (371 days) · Other
- L•• F•••••••• L•• to H•••••••• A•••••• G••••• L••left Aug 26, 2013, registered Nov 21, 2014 (452 days) · Other
- A••••••••• F•••••••• S•••••••• L•• to L•• F•••••••• L••left Feb 6, 2008, registered Jul 1, 2008 (146 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address