Unclaimed Profile

Lisa L Smith

BISON WEALTH, LLC·ATLANTA, Georgia

SIE, Series 6, Series 6TO, Series 7, Series 24, Series 63, Series 66, Series 82TOClean record15 years registeredBISON WEALTH, LLC

3550 LENOX ROAD NE, ATLANTA, GA 30326CRD# 2691076Firm CRD# 165931

Profile Verification

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

Identity

Lisa L Smith · ATLANTA, GA

Registration

CRD #2691076 · BISON WEALTH, LLC · 15 years registered

Brand Profile

Not yet started

Career History

NINE30 ADVISORS LLC

Sep 2025 – present

WEILD & CO.

Apr 2022 – present

BISON WEALTH, LLC

Apr 2022 – Apr 2024

ATLANTA, GA

KALOS MANAGEMENT

Jan 2015 – Mar 2022

ALPHARETTA, GA

WELLS FARGO ADVISORS, LLC

Jan 2013 – Dec 2014

NORCROSS, GA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 2011 – Jan 2013

ALPHARETTA, GA

MORGAN STANLEY SMITH BARNEY LLC

Feb 2011 – Aug 2011

ALPHARETTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 6TO

Series 7

Series 24

Series 63

Series 66

Series 82TO

Registration record

First registered · February 9, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BISON WEALTH, LLC

CRD 165931 · SEC 801-78287

AUM

$1.6B

Regulatory assets under management

Employees

4,347 client accounts

Services offered by BISON WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BISON WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Lisa L Smith offer?

Lisa L Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Lisa L Smith's credentials?

Lisa L Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lisa L Smith located?

Lisa L Smith is based in ATLANTA, Georgia, working with BISON WEALTH, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Lisa L Smith charge for services?

Lisa L Smith's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BISON WEALTH, LLC?

BISON WEALTH, LLC has approximately 47 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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