Gregory Smith (CRD# 3170511) is an Investment Advisor Representative working at Baer Investment Advisory LLC in Tiburon, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Baer Investment Advisory LLC | Tiburon, CA | Apr 2022 - Current | 2 |
| Baer Investment Advisory LLC | Yuba City, CA | Jan 2022 - Current | 2 |
| Century Gorge, Inc. | Tiburon, CA | Aug 2012 - Current | 11 |
| Birch Run Capital Advisors, LP | New York, NY | May 2006 - Dec 2021 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- CA
-
Total Assets Under Management51MILLIONS
-
Total Number of Accounts65ACCOUNTS
-
Average Account Value$784,615
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
CA
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