Stratos Wealth Partners
44yrs
Top advisor by experience in Coeur d'Alene
7yrs
Harmony Smith
Financial advisor at Advisors Capital Management
Based in Coeur d'Alene, Idaho, Harmony Smith is a fiduciary financial advisor with 7 years of industry experience. Harmony has been with Advisors Capital Management since 2026; before that, Harmony spent three years at Ameriprise Financial Services and three years at Merrill. Harmony holds the CFP® designation.
One of 114 advisors with offices in Coeur d'Alene, and one of 111 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
OfficeCoeur d'Alene, ID
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$635,389
Advisors at the firm60
States licensed ?1 state
Services through Advisors Capital Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jun 2026 – nowAdvisors Capital Management, LLCCurrent firm
- 2023 – 2026Ameriprise Financial Services, LLCPreviously
- 2020 – 2023MerrillPreviously
- Oct 2019 – Apr 2020Robert W. Baird & Co. IncorporatedPreviously
Questions to ask Harmony
Tailored to Harmony’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Harmony
How do I contact Harmony?
Call Advisors Capital Management at (201) 447-3400 and ask for Harmony Smith. Harmony works from the Coeur d'Alene, ID office.
How long has Harmony been a financial advisor?
Harmony has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Harmony hold?
Series 66. Tap any license on this page to see what it allows.
Is Harmony a fiduciary?
Harmony is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Harmony paid?
Advisors Capital Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Harmony 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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