Brooke Smith (CRD# 7385603) is an Investment Advisor Representative working at Private Advisor Group, LLC in Rutland, VT and has 1 year of experience in the finance industry.
CRD# 1579811
Ubs Financial Services Inc.
CRD# 1163641
Summit Investments LLC
CRD# 4553947
Centurion Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Advisor Group, LLC | Morristown, NJ | Oct 2023 - Current | < 1 |
| Lpl Financial LLC | Manchester Center, VT | Jul 2023 - Current | < 1 |
| Lpl Financial LLC | Manchester Center, VT | May 2021 - Current | 3 |
| Blossom 'n More Florist | Rutland, VT | Jan 2020 - Dec 2022 | 2 |
| O'brien Shortle Reynolds & Sabotka, Pc | Rutland, VT | Jan 2022 - Apr 2022 | < 1 |
| Castleton University | Castleton, VT | Aug 2017 - May 2021 | 3 |
| Vermont Country Store | Manchester, VT | May 2019 - Aug 2019 | < 1 |
| Doreen's Drive-in | Wallingford, VT | May 2013 - Aug 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- VT
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Total Assets Under Management31,536MILLIONS
-
Total Number of Accounts122,156ACCOUNTS
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Average Account Value$258,160
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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