Brian Smith (CRD# 2869800) is an Investment Advisor Representative working at Gradient Advisors, LLC in Orlando, FL and has over 16 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Gradient Advisors, LLC | Arden Hills, MN | Sep 2023 - Current | < 1 |
Help Me Mr. B, LLC | Longwood, FL | Apr 2020 - Current | 4 |
Spectrum | Lake Mary, FL | Feb 2020 - Apr 2020 | < 1 |
Ermenegildo Zegna | Chicago, IL | Jan 2019 - Nov 2019 | < 1 |
Hutch American Bistro | Chicago, IL | Jun 2018 - Jan 2019 | < 1 |
Roof On Thewit | Chicago, IL | Nov 2017 - Jun 2018 | < 1 |
Dolce & Gabanna | Chicago, IL | Nov 2016 - Oct 2017 | < 1 |
Ermengildo Zegna | Chicago, IL | Jun 2014 - Oct 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2008 |
S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- FL
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Total Assets Under Management207MILLIONS
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Total Number of Accounts2,706ACCOUNTS
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Average Account Value$76,532
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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