Equitable Advisors
41yrs
Top advisor by experience in Milford
30yrs
Thaddeus E. Smith
Financial advisor at Edward Jones
At a glance
Experience30 years (since 1996)
How that compares ?Top 5% by experience at Edward Jones
Office50 Broad Street, Milford, CT 06460
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2010 – nowEdward JonesCurrent firm
Questions to ask Thaddeus
Tailored to Thaddeus’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Thaddeus
How do I contact Thaddeus?
Call Edward Jones at 314-515-2000 and ask for Thaddeus E. Smith. Thaddeus works from the Milford, CT office.
How long has Thaddeus been a financial advisor?
Thaddeus has been in the industry since 1996, about 30 years. Top 5% by experience at Edward Jones.
What licenses does Thaddeus hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Thaddeus a fiduciary?
Thaddeus is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thaddeus paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Thaddeus for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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