AdvisorOS Directory
Claim Profile
Unclaimed Profile
DS

David Neil Smith

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC·SOUTH MIAMI, Florida
Series 2, Series 6, Series 7, Series 24, Series 63Clean record26 years registeredBRIDGE GENERATIONS WEALTH MANAGEMENT LLC
5900 SW 73RD STREET, SOUTH MIAMI, FL 33143CRD# 1357671Firm CRD# 331683

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Neil Smith · SOUTH MIAMI, FL
Registration
CRD #1357671 · BRIDGE GENERATIONS WEALTH MANAGEMENT LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

BRIDGE GENERATIONS WEALTH MANAGEMENT
Jul 2024 – present
FORUM FINANCIAL MANAGEMENT, LP
Aug 2020 – Jan 2025
South Miami, FL
DAVID SMITH ADVISORY
Apr 2010 – Dec 2020
SOUTH MIAMI, FL
FAC WEALTH MANAGEMENT, LLC
Apr 2008 – May 2010
SOUTH MIAMI, FL
TRIAD ADVISORS, INC.
Feb 2006 – Mar 2008
SOUTH MIAMI, FL
VALMARK ADVISERS, INC.
Mar 2000 – Feb 2006
SOUTH MIAMI, FL
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 6
Series 7
Series 24
Series 63
Registration record
First registered · March 7, 2000
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
CRD 331683 · SEC 801-130597
AUM
$269M
Regulatory assets under management
Employees
6
482 client accounts
Services offered by BRIDGE GENERATIONS WEALTH MANAGEMENT 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 BRIDGE GENERATIONS WEALTH MANAGEMENT LLC →
Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SOUTH MIAMI?

Browse all registered financial advisors in SOUTH MIAMI, Florida or claim this profile if it's yours.

Browse SOUTH MIAMI AdvisorsAre you this advisor? Claim profile
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

Barbara Jean Ray
SOUTH MIAMI, FL

More Advisors in SOUTH MIAMI, Florida

Bruce Robert Berkowitz
FAIRHOLME CAPITAL MANAGEMENT, L.L.C.·SOUTH MIAMI, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (466)TAMPA (204)BOCA RATON (175)CORAL GABLES (130)NAPLES (126)SARASOTA (106)PALM BEACH GARDENS (98)ORLANDO (97)FORT LAUDERDALE (95)JACKSONVILLE (95)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile