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PRENTISS SMITH & COMPANY, INC.

BRATTLEBORO, VT · CRD 110928 · IAPD ↗ · prentiss-smith.com · 802-254-2913

$453.1MRegulatory AUM
5Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
April 2025 — PRENTISS SMITH & COMPANY, INC. changed its website from socialinvesting.com to prentiss-smith.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
April 2025 — PRENTISS SMITH & COMPANY, INC. shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.