CPS Investment Advisors is an independent, fee-only SEC-registered fiduciary wealth management, retirement planning, and CPA tax advisory firm located in Downtown Lakeland, Florida. Originally founded in 1975 as Chas. P. Smith & Associates, PA, CPAs and led by Partners Peter C. Golotko, CPA/PFS, MBA, Michael A. Riskin, CPA/PFS, CFP®, MST, Nolen B. Bailey, CFP®, CRPS®, and Anthony M. Corrao, CFP®, the firm serves retirees, pre-retirees, and families across Lakeland, Winter Haven, and Polk County with integrated portfolio management and tax-smart retirement distribution planning.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); SEC IAPD Individual Profile (Peter C. Golotko, CPA/PFS); SEC IAPD Individual Profile (Michael A. Riskin, CPA/PFS, CFP®); CPS Investment Advisors Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-35294 (Chas. P. Smith & Associates, PA, CPA's d/b/a CPS Investment Advisors); independent fiduciary Registered Investment Adviser headquartered in Downtown Lakeland, FL since 1975.
Issuer: CFP Board / AICPA / SEC
Notes: Led by CEO & Partner Peter C. Golotko, CPA/PFS, MBA (CRD #3032495), President & Partner Michael A. Riskin, CPA/PFS, CFP®, MST (CRD #5762338), VP & Partner Nolen B. Bailey, CFP®, CRPS® (CRD #5992098), and Financial Planning Director & Partner Anthony M. ('Tony') Corrao, CFP® (CRD #6085594).
Factual details and direct answers about CPS Investment Advisors's services, licensing, and credentials.
What is the SEC registration status of CPS Investment Advisors in Lakeland?
CPS Investment Advisors (Chas. P. Smith & Associates, PA, CPA's) is an active, fee-only SEC-registered fiduciary Investment Adviser operating under CRD #104914 and SEC File #801-35294, serving Polk County families since 1975.
Do the partners at CPS Investment Advisors hold both CPA and CFP® credentials?
Yes, the firm integrates tax and wealth management under one roof, led by CEO Peter C. Golotko, CPA/PFS, MBA (CRD #3032495), President Michael A. Riskin, CPA/PFS, CFP®, MST (CRD #5762338), Partner Nolen B. Bailey, CFP®, CRPS® (CRD #5992098), and Partner Tony Corrao, CFP® (CRD #6085594).
Where is CPS Investment Advisors located in Lakeland?
The firm's headquarters is located in Downtown Lakeland at 205 East Orange Street, Suite 310, Lakeland, Florida 33801.
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