Smartleaf Asset Management LLC

CRD 172273 · Boston, MA · $6.9B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 172273
SEC number: 801-80910
Firm type: RIA
Assets under management: $6.9B as of Mar 18, 2026
Website: www.smartleafam.com ↗
Phone: 857-366-9340
Address: One Bowdoin Square, Boston, MA, 02114

Advisors at this firm

9 in our index · page 1 of 1

Benjamin Clark CutrellCRD 6584835 · Boston, MA

IA Registered
Nathaniel Clifford DavisCRD 6215170 · Boston, MA

IA Registered
Kevin Gerald HilsmierCRD 2016854 · Boston, MA

IA RegisteredRegistration inactive
Mohammad HeidariCRD 7157530 · Boston, MA

IA Registered
Robert Rankin LeaperCRD 1590162 · Boston, MA

IA Registered
Gerard Alexander MichaelCRD 4380411 · Boston, MA

IA Registered
Stefan Lubomirov MitropolitskyCRD 6584882 · Boston, MA

IA Registered
Diana W NeussCRD 4085811 · Boston, MA

IA Registered
Wei ZhangCRD 6577920 · Boston, MA

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 172273 ↗ FINRA BrokerCheck record for firm CRD 172273 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.