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Advisors / Nevada / Reno
33yrs

Eric Smith

Financial advisor at Wells Fargo Advisors

Eric Smith is a fiduciary financial advisor in Reno, Nevada, with 33 years in the industry. Eric joined Wells Fargo Advisors in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.

One of 644 advisors with offices in Reno, and one of 606 fiduciaries.

Reno, NV 89509Top 11% by experience in NevadaFiduciary advisor

At a glance

Experience33 years (since 1993)
How that compares ?Top 11% by experience in Nevada
Office6900 S McCarran Blvd Suite 1030, Reno, NV 89509
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state

Services through Wells Fargo Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2022 – now
  2. 2011 – 2022

Questions to ask Eric

Tailored to Eric’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Eric

How do I contact Eric?

Call Wells Fargo Advisors at (314) 875-3000 and ask for Eric Smith. Eric works from the Reno, NV office.

How long has Eric been a financial advisor?

Eric has been in the industry since 1993, about 33 years. Top 11% by experience in Nevada.

What licenses does Eric hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Eric a fiduciary?

Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Eric paid?

Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Eric for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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