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George Marshall Smith

SMITH BRUER ADVISORS, LLC·TALLAHASSEE, Florida
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1700 SUMMIT LAKE DRIVE, TALLAHASSEE, FL 32317CRD# 2016997Firm CRD# 284508
01

About

George Marshall Smith is a registered financial advisor based in TALLAHASSEE, Florida, affiliated with SMITH BRUER ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
SMITH BRUER ADVISORS, LLC
SMITH BRUER ADVISORS
AUM
$160M
Regulatory assets under management
Employees
6
Total firm employees
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2016997
Firm CRD# 284508
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does George Marshall Smith offer?
George Marshall Smith specializes in Investment Management, Fee-Only Advisory. Contact their office in TALLAHASSEE, Florida for a consultation.
What are George Marshall Smith's credentials?
George Marshall Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is George Marshall Smith located?
George Marshall Smith is based in TALLAHASSEE, Florida, working with SMITH BRUER ADVISORS, LLC. Their office serves clients in the TALLAHASSEE metropolitan area and surrounding communities.
How does George Marshall Smith charge for services?
George Marshall 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 SMITH BRUER ADVISORS, LLC?
SMITH BRUER ADVISORS, LLC has approximately 6 employees and manages $160M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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