Unclaimed Profile

George Marshall Smith

SMITH BRUER ADVISORS, LLC·TALLAHASSEE, Florida

SIE, Series 7, Series 24, Series 6621 years registeredSMITH BRUER ADVISORS, LLC

1700 SUMMIT LAKE DRIVE, TALLAHASSEE, FL 32317CRD# 2016997Firm CRD# 284508

Profile Verification

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

Identity

George Marshall Smith · TALLAHASSEE, FL

Registration

CRD #2016997 · SMITH BRUER ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

SMITH BRUER

Jul 2016 – present

PARTNERVEST ADVISORY SERVICES LLC

Mar 2015 – Sep 2016

TALLAHASSEE, FL

INVEST FINANCIAL CORPORATION

Jan 2005 – Feb 2015

TALLAHASSEE, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · January 3, 2005

Years registered · 21

Disclosure History

2007Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

SMITH BRUER ADVISORS, LLC

CRD 284508 · SEC 801-116727

AUM

$160M

Regulatory assets under management

Employees

370 client accounts

Services offered by SMITH BRUER ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at SMITH BRUER ADVISORS, LLC →

Introduction

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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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