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Scott Bradley Smith

GOULD ASSET MANAGEMENT LLC·CLAREMONT, California
Series 65Clean record21 years registeredGOULD ASSET MANAGEMENT LLC
341 WEST FIRST STREET, CLAREMONT, CA 91711-4749CRD# 4859160Firm CRD# 113098

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Bradley Smith · CLAREMONT, CA
Registration
CRD #4859160 · GOULD ASSET MANAGEMENT LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

GOULD ASSET MANAGEMENT LLC
Sep 2004 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 23, 2004
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GOULD ASSET MANAGEMENT LLC
CRD 113098 · SEC 801-63162
AUM
$818M
Regulatory assets under management
Employees
14
621 client accounts
Services offered by GOULD ASSET MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at GOULD ASSET MANAGEMENT LLC →
Introduction

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05

Frequently Asked Questions

What services does Scott Bradley Smith offer?
Scott Bradley Smith specializes in Investment Management, Wealth Management. Contact their office in CLAREMONT, California for a consultation.
What are Scott Bradley Smith's credentials?
Scott Bradley Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Bradley Smith located?
Scott Bradley Smith is based in CLAREMONT, California, working with GOULD ASSET MANAGEMENT LLC. Their office serves clients in the CLAREMONT metropolitan area and surrounding communities.
How does Scott Bradley Smith charge for services?
Scott Bradley Smith's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GOULD ASSET MANAGEMENT LLC?
GOULD ASSET MANAGEMENT LLC has approximately 14 employees and manages $818M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GOULD ASSET MANAGEMENT LLC

Thomas Keylon Carr
CLAREMONT, CA
Donald Paul Gould
CLAREMONT, CA
Paul Mathias Goldensohn
CLAREMONT, CA
John Joseph Debiase
CLAREMONT, CA

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Research
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