Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
5yrs
Liam Smith has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Boston, Massachusetts. Liam joined Morgan Stanley in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being paid through a percentage of assets, flat fees, and commissions.
One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office28 State Street 26th Floor, Boston, MA 02109
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther 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 66Uniform Combined State Law Examination
Career
- 2021 – nowMorgan StanleyCurrent firm
Contact Liam
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Liam. 28 State Street 26th FloorBoston, MA 02109Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Liam
Tailored to Liam’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Liam
How do I contact Liam?
Call Morgan Stanley at (914) 225-5510 and ask for Liam Smith. Liam works from the Boston, MA office.
How long has Liam been a financial advisor?
Liam has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Liam hold?
Series 66. Tap any license on this page to see what it allows.
Is Liam a fiduciary?
Liam is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Liam paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Liam 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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