Unclaimed Profile

Matthew Edward Bragg

SMITH MOORE & CO.·CLAYTON, Missouri

SIE, Series 6, Series 7, Series 24, Series 63CFPClean record22 years registeredSMITH MOORE & CO.

7777 BONHOMME AVENUE, CLAYTON, MO 63105CRD# 2279799Firm CRD# 3441

Profile Verification

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

Identity

Matthew Edward Bragg · CLAYTON, MO

Registration

CRD #2279799 · SMITH MOORE & CO. · 22 years registered

Brand Profile

Not yet started

Career History

SMITH MOORE & CO.

Apr 2021 – present

LPL FINANCIAL LLC

Nov 2017 – May 2021

MARCELINE, MO

INVESTMENT CENTERS OF AMERICA, INC.

Nov 2015 – Nov 2017

Moberly, MO

SAGEPOINT FINANCIAL, INC.

Jul 2011 – Dec 2015

MOBERLY, MO

SPECTRUM CAPITAL, INC.

May 2004 – Jul 2011

MOBERLY, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · May 19, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

SMITH MOORE & CO.

CRD 3441 · SEC 801-68175

AUM

$1.7B

Regulatory assets under management

Employees

4,988 client accounts

Services offered by SMITH MOORE & CO.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SMITH MOORE & CO. →

Introduction

Speak with Matthew Edward

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Matthew Edward is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CLAYTON?

Browse all registered financial advisors in CLAYTON, Missouri or claim this profile if it's yours.

Browse CLAYTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Matthew Edward Bragg offer?

Matthew Edward Bragg specializes in Financial Planning, Investment Management. Contact their office in CLAYTON, Missouri for a consultation.

What are Matthew Edward Bragg's credentials?

Matthew Edward Bragg holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew Edward Bragg located?

Matthew Edward Bragg is based in CLAYTON, Missouri, working with SMITH MOORE & CO.. Their office serves clients in the CLAYTON metropolitan area and surrounding communities.

How does Matthew Edward Bragg charge for services?

Matthew Edward Bragg'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 SMITH MOORE & CO.?

SMITH MOORE & CO. has approximately 65 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →