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Bryan Scott Smith

PATHWORKS FINANCIAL, INC.·NOVI, Michigan
Clean recordPATHWORKS 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Bryan Scott Smith is a registered financial advisor based in NOVI, Michigan, affiliated with PATHWORKS FINANCIAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PATHWORKS FINANCIAL, INC.
PATHWORKS FINANCIAL, INC.
AUM
$144M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PATHWORKS FINANCIAL, INC. →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5037108
Firm CRD# 138393
View on FINRA BrokerCheck →

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05

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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Other Advisors at PATHWORKS FINANCIAL, INC.

Douglas Scott Smith
NOVI, MI

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