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Casey Tyler Smith

WISER WEALTH MANAGEMENT, INC·MARIETTA, Georgia
Series 7, Series 66Clean record18 years registeredWISER WEALTH MANAGEMENT, INC
125 CHURCH ST, MARIETTA, GA 30060CRD# 4141592Firm CRD# 125282

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Casey Tyler Smith · MARIETTA, GA
Registration
CRD #4141592 · WISER WEALTH MANAGEMENT, INC · 18 years registered
Brand Profile
Not yet started
01

Career History

WISER WEALTH MANAGEMENT, INC
Jan 2008 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · January 3, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WISER WEALTH MANAGEMENT, INC
CRD 125282 · SEC 801-120669
AUM
$308M
Regulatory assets under management
Employees
8
1,197 client accounts
Services offered by WISER WEALTH MANAGEMENT, INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WISER WEALTH MANAGEMENT, INC →
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Frequently Asked Questions

What services does Casey Tyler Smith offer?
Casey Tyler Smith specializes in Financial Planning, Investment Management. Contact their office in MARIETTA, Georgia for a consultation.
What are Casey Tyler Smith's credentials?
Casey Tyler Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Casey Tyler Smith located?
Casey Tyler Smith is based in MARIETTA, Georgia, working with WISER WEALTH MANAGEMENT, INC. Their office serves clients in the MARIETTA metropolitan area and surrounding communities.
How does Casey Tyler Smith charge for services?
Casey Tyler Smith's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WISER WEALTH MANAGEMENT, INC?
WISER WEALTH MANAGEMENT, INC has approximately 8 employees and manages $308M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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