Unclaimed Profile

Brian Hugh Smith

GREERWALKER WEALTH LLC·CHARLOTTE, North Carolina

SIE, Series 7, Series 7TO, Series 9, Series 10, Series 24, Series 27, Series 63, Series 65, Series 82TOClean record21 years registeredGREERWALKER WEALTH LLC

227 WEST TRADE STREET, CHARLOTTE, NC 28202CRD# 2123683Firm CRD# 118154

Profile Verification

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

Identity

Brian Hugh Smith · CHARLOTTE, NC

Registration

CRD #2123683 · GREERWALKER WEALTH LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GREERWALKER WEALTH LLC

GREERWALKER WEALTH LLC

Nov 2020 – Aug 2022

CHARLOTTE, NC

TRAVERSE WEALTH

Nov 2019 – Dec 2020

MOORESVILLE, NC

LPL FINANCIAL LLC

Aug 2015 – Oct 2017

FORT MILL, SC

TRAVERSE PARTNERS, LLC

Aug 2011 – Dec 2014

MOORESVILLE, NC

AMERICAN SECURITIES GROUP, INC.

Nov 2008 – Sep 2009

CHARLOTTE, NC

HUTCHBY & YATES, LLC

Oct 2007 – Oct 2008

MOORESVILLE, NC

TRIUNE CAPITAL ADVISORS LLC

Apr 2005 – Oct 2007

MOORESVILLE, NC

BUCKHORN CAPITAL MANAGEMENT LLC

Jan 2005 – Jun 2005

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 9

Series 10

Series 24

Series 27

Series 63

Series 65

Series 82TO

Registration record

First registered · January 7, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GREERWALKER WEALTH LLC

CRD 118154 · SEC 801-61246

AUM

$346M

Regulatory assets under management

Employees

618 client accounts

Services offered by GREERWALKER WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GREERWALKER WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Brian Hugh Smith offer?

Brian Hugh Smith specializes in Financial Planning, Investment Management, Wealth Management.

What are Brian Hugh Smith's credentials?

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

Where is Brian Hugh Smith located?

Brian Hugh Smith is based in CHARLOTTE, North Carolina, last registered with GREERWALKER WEALTH LLC.

How does Brian Hugh Smith charge for services?

Brian Hugh 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 GREERWALKER WEALTH LLC?

GREERWALKER WEALTH LLC has approximately 5 employees and manages $346M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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