Bruce
Smith

Grandview Asset Management LLC

CRD#1515396
Investment Advisor
in Harrisburg, PA

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About this Advisor

Bruce Smith is a financial advisor who works in Harrisburg, Pennsylvania with 5 years of industry experience. Smith is on the advisory team at Grandview Asset Management LLC. Smith has gained experience at Pnc Wealth Management, F&M Trust and Grandview Asset Management LLC. Smith holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Pennsylvania. Grandview Asset Management LLC is a financial advisory business operating out of Harrisburg, PA. The firm has offices in two locations and a total of eight advisors. It manages $219 million in assets under management across its 1,263 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 1,263 client accounts, just 6% are held by high-net-worth clients who have greater than $1 million in investable assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial management typically are based on which service is provided. Fees charged by Grandview Asset Management LLC can include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4200 Crums Mill Road Floor 2
Harrisburg, PA 17112

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Grandview Asset Management LLC Brokerage Details

Total Assets Under Management

$219,435,624

PA Average: $15,833,994,310
Total Number of Employees

8

PA Average: 41
Total Number of Accounts

1,263

PA Average: 3,342
Average Account Size

$173,742

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Bruce Smith Work History

Bruce has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Grandview Asset Management LLC

2014 - 2018 (4 years)

F&M Trust

2007 - 2014 (7 years)

Pnc Wealth Management

*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 Bruce 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 Grandview Asset Management LLC

Gary Kephart
Harrisburg, PA
Bruce Smith
Harrisburg, PA

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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