Unclaimed Profile

Barry Merton Smith

CERTIFIED ADVISORY CORP·ALTAMONTE SPRINGS, Florida

SIE, Series 6, Series 7, Series 14, Series 22, Series 24, Series 51, Series 63CFP34 years registeredCERTIFIED ADVISORY CORP

1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL 32714-2033CRD# 1112387Firm CRD# 120990

Profile Verification

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

Identity

Barry Merton Smith · ALTAMONTE SPRINGS, FL

Registration

CRD #1112387 · CERTIFIED ADVISORY CORP · 34 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CERTIFIED ADVISORY CORP

CERTIFIED ADVISORY CORP

Oct 1991 – Dec 2023

ALTAMONTE SPRINGS, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 14

Series 22

Series 24

Series 51

Series 63

Registration record

First registered · October 22, 1991

Years registered · 34

Professional designation · CFP

Disclosure History

1997Customer Dispute·Award / Judgment

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CERTIFIED ADVISORY CORP

CRD 120990 · SEC 801-61305

AUM

$2.3B

Regulatory assets under management

Employees

5,840 client accounts

Services offered by CERTIFIED ADVISORY CORP

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CERTIFIED ADVISORY CORP →

Introduction

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Frequently Asked Questions

What services does Barry Merton Smith offer?

Barry Merton Smith specializes in Financial Planning, Investment Management.

What are Barry Merton Smith's credentials?

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

Where is Barry Merton Smith located?

Barry Merton Smith is based in ALTAMONTE SPRINGS, Florida, last registered with CERTIFIED ADVISORY CORP.

How does Barry Merton Smith charge for services?

Barry Merton Smith's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitation fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CERTIFIED ADVISORY CORP?

CERTIFIED ADVISORY CORP has approximately 37 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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