Martin
Smith
Strauss Financial Group
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About this Advisor
Martin Smith is a financial advisor operating in Birmingham, Alabama who has 1 year of relevant experience. Smith is an employee of Strauss Financial Group. Throughout their career, they have worked at Regions Financial Corporation, Homemaker, Strauss Financial Group, Strategic Financial Planning, Everthrive Financial Group and Commonwealth Financial Network. Smith holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to work in Alabama. Strauss Financial Group is a registered investment company that has its headquarters in Birmingham, AL. It handles $162 million in assets across its 724 customer accounts, placing it among the mid-sized firms in the country by assets under management. The firm advises one charitable organizations. The business provides a few services, such as financial planning services, portfolio management for individuals and small businesses and other services. Financial management fee schedules typically are based on which services are offered. However, fee types charged by Strauss Financial Group most likely are comprised of any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Strauss Financial Group Brokerage Details
$162,000,000
6
724
$223,757
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Martin Smith Work History
Martin has been registered as a financial advisor for 1 years.*
Strauss Financial Group
Everthrive Financial Group
Commonwealth Financial Network
Strategic Financial Planning
Homemaker
Strauss Financial Group
Regions Financial Corporation
Homemaker
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Martin Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strauss Financial Group
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
