Unclaimed Profile

Bruce Alan Smith

GRANDVIEW ASSET MANAGEMENT LLC·HARRISBURG, Pennsylvania

Series 6, Series 7, Series 24, Series 63, Series 65Clean record33 years registeredGRANDVIEW ASSET MANAGEMENT LLC

4200 CRUMS MILL ROAD, HARRISBURG, PA 17112CRD# 1515396Firm CRD# 172357

Profile Verification

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

Identity

Bruce Alan Smith · HARRISBURG, PA

Registration

CRD #1515396 · GRANDVIEW ASSET MANAGEMENT LLC · 33 years registered

Brand Profile

Not yet started

Career History

GRANDVIEW ASSET MANAGEMENT LLC

Jul 2018 – present

INFINITY INVESTMENT ADVISORS INC

May 1993 – Jan 2006

HERSHEY, PA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · May 21, 1993

Years registered · 33

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GRANDVIEW ASSET MANAGEMENT LLC

CRD 172357 · SEC 801-108096

AUM

$264M

Regulatory assets under management

Employees

1,263 client accounts

Services offered by GRANDVIEW ASSET MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at GRANDVIEW ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Bruce Alan Smith offer?

Bruce Alan Smith specializes in Financial Planning, Investment Management. Contact their office in HARRISBURG, Pennsylvania for a consultation.

What are Bruce Alan Smith's credentials?

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

Where is Bruce Alan Smith located?

Bruce Alan Smith is based in HARRISBURG, Pennsylvania, working with GRANDVIEW ASSET MANAGEMENT LLC. Their office serves clients in the HARRISBURG metropolitan area and surrounding communities.

How does Bruce Alan Smith charge for services?

Bruce Alan 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 GRANDVIEW ASSET MANAGEMENT LLC?

GRANDVIEW ASSET MANAGEMENT LLC has approximately 8 employees and manages $264M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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