Unclaimed Profile

Bryan Scott Smith

PATHWORKS FINANCIAL, INC.·NOVI, Michigan

Series 65Clean record8 years registeredPATHWORKS FINANCIAL, INC.

43155 MAIN STREET, NOVI, MI 48375CRD# 5037108Firm CRD# 138393

Profile Verification

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

Identity

Bryan Scott Smith · NOVI, MI

Registration

CRD #5037108 · PATHWORKS FINANCIAL, INC. · 8 years registered

Brand Profile

Not yet started

Career History

PATHWORKS FINANCIAL, INC.

Jun 2021 – present

PATHWORKS FINANCIAL

Aug 2021 – Jan 2023

Novi, MI

SCOTT SMITH FINANCIAL

Nov 2017 – Mar 2021

NOVI, MI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 21, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PATHWORKS FINANCIAL, INC.

CRD 138393 · SEC 801-120476

AUM

$144M

Regulatory assets under management

Employees

902 client accounts

Services offered by PATHWORKS FINANCIAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PATHWORKS FINANCIAL, INC. →

Introduction

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Frequently Asked Questions

What services does Bryan Scott Smith offer?

Bryan Scott Smith specializes in Financial Planning, Investment Management. Contact their office in NOVI, Michigan for a consultation.

What are Bryan Scott Smith's credentials?

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

Where is Bryan Scott Smith located?

Bryan Scott Smith is based in NOVI, Michigan, working with PATHWORKS FINANCIAL, INC.. Their office serves clients in the NOVI metropolitan area and surrounding communities.

How does Bryan Scott Smith charge for services?

Bryan Scott 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 PATHWORKS FINANCIAL, INC.?

PATHWORKS FINANCIAL, INC. has approximately 6 employees and manages $144M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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