Smith & Wyatt

Smith & Wyatt (CRD# 285310) is a financial advisory firm headquartered in Bryan, TX. They manage $119,845,319 in 586 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    586
    ACCOUNTS
  • Average Account Value
    $204,514
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IL, LA, OH, TX, WV

Financial Advisors at Smith & Wyatt
Showing 1 - 3 of 3 top financial advisors.
1
Wade Smith
CRD#: 6017936
1716 Briarcrest Drive, Suite 300, Bryan, TX 77802

Wade Smith (CRD# 6017936) is an Investment Advisor Representative working at Smith & Wyatt in Bryan, TX and has over 12 years of experience in the finance industry.

2
William J. Soltow
CRD#: 6083859
1716 Briarcrest Drive, Suite 300, Bryan, TX 77802

William Soltow (CRD# 6083859) is an Investment Advisor Representative working at Smith & Wyatt in Bryan, TX and has over 11 years of experience in the finance industry.

3
Eddie J. McGee
CRD#: 7164471
1716 Briarcrest Drive, Suite 300, Bryan, TX 77802

Eddie McGee (CRD# 7164471) is an Investment Advisor Representative working at Smith & Wyatt in Bryan, TX and has over 4 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.