Unclaimed Profile

Bradley Dale Swinsburg

SMITH & HOWARD WEALTH MANAGEMENT, LLC·ATLANTA, Georgia

Series 3, Series 7, Series 63, Series 65Clean record17 years registeredSMITH & HOWARD WEALTH MANAGEMENT, LLC

271 17TH STREET NW, ATLANTA, GA 30363CRD# 3100975Firm CRD# 109540

Profile Verification

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

Identity

Bradley Dale Swinsburg · ATLANTA, GA

Registration

CRD #3100975 · SMITH & HOWARD WEALTH MANAGEMENT, LLC · 17 years registered

Brand Profile

Not yet started

Career History

SMITH & HOWARD WEALTH MANAGEMENT, LLC

Aug 2016 – present

HIRTLE, CALLAGHAN & CO., LLC

Mar 2011 – Aug 2016

ATLANTA, GA

J.P. MORGAN SECURITIES LLC

Jan 2009 – Feb 2011

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · January 27, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SMITH & HOWARD WEALTH MANAGEMENT, LLC

CRD 109540 · SEC 801-56734

AUM

$647M

Regulatory assets under management

Employees

685 client accounts

Services offered by SMITH & HOWARD WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SMITH & HOWARD WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Bradley Dale Swinsburg offer?

Bradley Dale Swinsburg specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Bradley Dale Swinsburg's credentials?

Bradley Dale Swinsburg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bradley Dale Swinsburg located?

Bradley Dale Swinsburg is based in ATLANTA, Georgia, working with SMITH & HOWARD WEALTH MANAGEMENT, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Bradley Dale Swinsburg charge for services?

Bradley Dale Swinsburg'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 SMITH & HOWARD WEALTH MANAGEMENT, LLC?

SMITH & HOWARD WEALTH MANAGEMENT, LLC has approximately 10 employees and manages $647M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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