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David Neil Smith

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC·SOUTH MIAMI, Florida
Series 24Series 2Series 6Series 7Series 63
Unclaimed Profile
5900 SW 73RD STREET, SOUTH MIAMI, FL 33143CRD# 1357671Firm CRD# 331683
01

About

David Neil Smith is a registered financial advisor based in SOUTH MIAMI, Florida, affiliated with BRIDGE GENERATIONS WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
BRIDGE GENERATIONS WEALTH MANAGEMENT
AUM
$269M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BRIDGE GENERATIONS WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1357671
Firm CRD# 331683
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Neil Smith offer?
David Neil Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SOUTH MIAMI, Florida for a consultation.
What are David Neil Smith's credentials?
David Neil Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Neil Smith located?
David Neil Smith is based in SOUTH MIAMI, Florida, working with BRIDGE GENERATIONS WEALTH MANAGEMENT LLC. Their office serves clients in the SOUTH MIAMI metropolitan area and surrounding communities.
How does David Neil Smith charge for services?
David Neil Smith's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRIDGE GENERATIONS WEALTH MANAGEMENT LLC?
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC has approximately 6 employees and manages $269M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SOUTH MIAMI
David N Smith — BRIDGE GENERATIONS WEALTH MANAGEMENT LLCWayne Kellner — FAIRHOLME CAPITAL MANAGEMENT, L.L.C.Fernando Manuel Font — FAIRHOLME CAPITAL MANAGEMENT, L.L.C.Barbara Jean Ray — BRIDGE GENERATIONS WEALTH MANAGEMENT LLCBruce Robert Berkowitz — FAIRHOLME CAPITAL MANAGEMENT, L.L.C.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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