Unclaimed Profile

Brandon Joseph Smith

FLYWHEEL PRIVATE WEALTH LLC·LOS ALTOS, California

SIE, Series 7, Series 66CFPClean record20 years registeredFLYWHEEL PRIVATE WEALTH LLC

4 MAIN STREET, LOS ALTOS, CA 94022CRD# 5053905Firm CRD# 325690

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brandon Joseph Smith · LOS ALTOS, CA

Registration

CRD #5053905 · FLYWHEEL PRIVATE WEALTH LLC · 20 years registered

Brand Profile

Not yet started

Career History

FLYWHEEL PRIVATE WEALTH LLC

Jun 2023 – present

WELLS FARGO CLEARING SERVICES, LLC

Jun 2012 – Jun 2023

LOS ALTOS, CA

CHASE INVESTMENT SERVICES CORP.

May 2009 – Jun 2012

SUNNYVALE, CA

WAMU INVESTMENTS, INC.

Jul 2008 – May 2009

SUNNYVALE, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Apr 2006 – Jul 2008

SALT LAKE CITY, UT

AMERIPRISE FINANCIAL SERVICES, INC.

Feb 2006 – Apr 2006

MIDVALE, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · February 22, 2006

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FLYWHEEL PRIVATE WEALTH LLC

CRD 325690 · SEC 801-127620

AUM

$290M

Regulatory assets under management

Employees

294 client accounts

Services offered by FLYWHEEL PRIVATE WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FLYWHEEL PRIVATE WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Brandon Joseph Smith offer?

Brandon Joseph Smith specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LOS ALTOS, California for a consultation.

What are Brandon Joseph Smith's credentials?

Brandon Joseph Smith holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brandon Joseph Smith located?

Brandon Joseph Smith is based in LOS ALTOS, California, working with FLYWHEEL PRIVATE WEALTH LLC. Their office serves clients in the LOS ALTOS metropolitan area and surrounding communities.

How does Brandon Joseph Smith charge for services?

Brandon Joseph Smith's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FLYWHEEL PRIVATE WEALTH LLC?

FLYWHEEL PRIVATE WEALTH LLC has approximately 2 employees and manages $290M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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