Unclaimed Profile

Sara E. Smith

BRAND ASSET MANAGEMENT GROUP, INC.·CHESTERFIELD, Missouri

Clean recordBRAND ASSET MANAGEMENT GROUP, INC.

16090 SWINGLEY RIDGE ROAD, CHESTERFIELD, MO 63017CRD# 5493151Firm CRD# 106162

Profile Verification

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

Identity

Sara E. Smith · CHESTERFIELD, MO

Registration

CRD #5493151 · BRAND ASSET MANAGEMENT GROUP, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sara E. Smith is a registered financial advisor based in CHESTERFIELD, Missouri, affiliated with BRAND ASSET MANAGEMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BRAND ASSET MANAGEMENT GROUP, INC.

AUM

$834M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BRAND ASSET MANAGEMENT GROUP, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5493151

Firm CRD# 106162

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sara E. Smith offer?

Sara E. Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHESTERFIELD, Missouri for a consultation.

What are Sara E. Smith's credentials?

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

Where is Sara E. Smith located?

Sara E. Smith is based in CHESTERFIELD, Missouri, working with BRAND ASSET MANAGEMENT GROUP, INC.. Their office serves clients in the CHESTERFIELD metropolitan area and surrounding communities.

How does Sara E. Smith charge for services?

Sara E. 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 BRAND ASSET MANAGEMENT GROUP, INC.?

BRAND ASSET MANAGEMENT GROUP, INC. has approximately 20 employees and manages $834M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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