Invest Smart Usa, Inc.

Invest Smart Usa, Inc. (CRD# 168135) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $34,251,954 in 205 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
7440 E Pinnacle Peak Road, Suite 144, Scottsdale, AZ 85255
http://www.investsmartusa.com
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    205
    ACCOUNTS
  • Average Account Value
    $167,083
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, TX

Financial Advisors at Invest Smart Usa, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Odell Berry, financial advisor Scottsdale AZ
Odell Berry
CRD#: 1058895
7440 E Pinnacle Peak Road, Suite 144, Scottsdale, AZ 85255

Odell Berry (CRD# 1058895) is an Investment Advisor Representative working at Invest Smart Usa, Inc. in Scottsdale, AZ and has over 17 years of experience in the finance industry.

2
Robert Stock, financial advisor Scottsdale AZ
Robert O. Stock
CRD#: 6602536
7440 E Pinnacle Peak Road, Suite 144, Scottsdale, AZ 85255

Robert Stock (CRD# 6602536) is an Investment Advisor Representative working at Invest Smart Usa, Inc. in Scottsdale, AZ and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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