Bryan Smith, financial advisor Novi MI

Bryan Smith

CRD Number: 5037108
Current Firm: Pathworks Financial, Inc.

Bryan Smith (CRD# 5037108) is an Investment Advisor Representative working at Pathworks Financial, Inc. in Novi, MI and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Pathworks Financial, Inc. (formerly Scott Smith Financial, Inc.) Northville, MI Dec 2017 - Current 6
Center Street Realty, LLC Northville, MI May 2015 - Current 8
Pathworks Financial, LLC Novi, MI Aug 2021 - Jan 2023 1
Scott Smith Financial, Inc. Northville, MI Apr 2012 - Jan 2018 5
Scott Smith Financial, Inc. Northville, MI May 2014 - May 2017 3
Desco Properties, LLC Novi, MI Apr 2012 - May 2015 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2017
Contact Info for Bryan S. Smith
Phone Number: 248-946-4515
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    144
    MILLIONS
  • Total Number of Accounts
    902
    ACCOUNTS
  • Average Account Value
    $160,102
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

FL, KS, MI, NC

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