Adam
Smith
Advisor Share Wealth Management
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About this Advisor
Adam Smith is a financial advisor based in Bradenton, Florida, working with Advisor Share Wealth Management. Adam has previously held positions at Summit Financial Group, Summit Brokerage Services Inc, Ifs Securities, Ifs Advisory LLC, Investacorp Inc, Investacorp Advisory Services, Securities America, Inc, Securities America Advisors, Inc, Blackridge Asset Management, Caitlin John, LLC, Lpl Financial LLC, Impact Partnership Wealth, LLC, and Private Financial Counsel, LLC. Adam has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Adam is part of Advisor Share Wealth Management, which operates out of Bradenton, Florida. The firm has 21 offices and 24 employees. The firm manages assets totaling $48.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Advisor Share Wealth Management includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Advisor Share Wealth Management Brokerage Details
$48,003,023
24
207
$231,899
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Adam Smith Work History
Caitlin John, LLC
Private Financial Counsel, LLC
Impact Partnership Wealth, LLC
Blackridge Asset Management
Securities America, Inc
Securities America Advisors, Inc
Investacorp Inc
Investacorp Advisory Services
Ifs Securities
Ifs Advisory LLC
Summit Financial Group
Summit Brokerage Services Inc
Lpl Financial LLC
Disclosures
Please visit the SEC profile of Adam 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 Advisor Share Wealth Management
Conyers, GA
Graryslake, IL
Bellevue, WA
Fort Wayne, IN
Bellevue, WA
Las Vegas, NV
Port Angeles, WA
Grayslake, IL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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