Steven
Hiraga

Smith Bruer Advisors

CRD#6166868
Investment Advisor
in Tallahassee, FL

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About this Advisor

Steven Hiraga is a certified financial planner based in Tallahassee, Florida with a total of 7 years of relevant experience. Hiraga is an employee of Smith Bruer Advisors. Hiraga has gained experience at Invest Financial Corp, Capital City Bank, Partnervest Advisory Services, LLC and Smith Bruer Advisors. Hiraga has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Colorado and Florida. Smith Bruer Advisors is a company operating out of Tallahassee, FL. The firm has a total of six people on staff. It handles $147 million in assets among its 427 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 427 customer accounts, just 11% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The company offers a set of services, including portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees typically depend on the financial services provided. However, fees charged by Smith Bruer Advisors typically consist of asset-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 years

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

1700 Summit Lake Drive Suite 102
Tallahassee, FL 32317

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Smith Bruer Advisors Brokerage Details

Total Assets Under Management

$146,533,834

FL Average: $1,855,561,029
Total Number of Employees

6

FL Average: 62
Total Number of Accounts

427

FL Average: 2,474
Average Account Size

$343,171

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Steven Hiraga Work History

Steven has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Smith Bruer Advisors

2015 - Present (9 years)

Smith Bruer Advisors

2015 - 2016 (1 year)

Partnervest Advisory Services, LLC

2013 - 2015 (2 years)

Invest Financial Corp

2005 - 2015 (10 years)

Capital City Bank

*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 Steven Hiraga 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 Smith Bruer Advisors

Hannah Lyons
Tallahassee, FL
Joseph Sunday
Tallahassee, FL
Elizabeth Bruer
Tallahassee, FL
Rene Bruer
Tallahassee, FL
Steven Hiraga
Tallahassee, FL
George Smith
Tallahassee, FL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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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.

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