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Thomas Robert Titus

SMART ADVISOR GROUP, LLC·YOUNGSTOWN, Ohio
SIE, Series 6, Series 7, Series 9, Series 10, Series 24, Series 63, Series 66Clean record26 years registeredSMART ADVISOR GROUP, LLC
970 WINDHAM COURT, SUITE 1A, YOUNGSTOWN, OH 44512CRD# 1048626Firm CRD# 284545

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Robert Titus · YOUNGSTOWN, OH
Registration
CRD #1048626 · SMART ADVISOR GROUP, LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: SMART ADVISOR GROUP, LLC
SMART ADVISORY GROUP, LLC
Aug 2016 – Dec 2016
YOUNGSTOWN, OH
AMERIPRISE FINANCIAL SERVICES, INC.
Oct 1999 – Jun 2016
Youngstown, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 9
Series 10
Series 24
Series 63
Series 66
Registration record
First registered · October 6, 1999
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SMART ADVISORY GROUP, LLC
CRD 284545 · SEC 801-108234
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
Services offered by SMART ADVISORY GROUP, LLC
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 SMART ADVISORY GROUP, LLC →
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05

Frequently Asked Questions

What services does Thomas Robert Titus offer?
Thomas Robert Titus specializes in Financial Planning, Investment Management.
What are Thomas Robert Titus's credentials?
Thomas Robert Titus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Robert Titus located?
Thomas Robert Titus is based in YOUNGSTOWN, Ohio, last registered with SMART ADVISOR GROUP, LLC.
How does Thomas Robert Titus charge for services?
Thomas Robert Titus'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 SMART ADVISOR GROUP, LLC?
SMART ADVISOR GROUP, LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.
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Lindsay Nichole Wolf
YOUNGSTOWN, OH

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