Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Bradley Smith, financial advisor Bethesda MD
93 score

Bradley Smith

CRD Number: 4630968
Current Firm: Mtx Wealth Management, LLC

Bradley Smith (CRD# 4630968) is an Investment Advisor Representative working at Mtx Wealth Management, LLC in Bethesda, MD and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Mtx Wealth Management Bethesda, MD Nov 2010 - Current 5
Keel Point Advisors, LLC Washington, DC Aug 2006 - Nov 2010 4
Reuben, LLC Great Falls, VA Feb 2004 - Jul 2006 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2007
Contact Info for Bradley J. Smith
Phone Number: 571-665-5270
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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