Unclaimed Profile

Joseph Patrick Smith

CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC·RADNOR, Pennsylvania

Series 62Clean record24 years registeredCBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

555 EAST LANCASTER AVENUE, RADNOR, PA 19087CRD# 2627429Firm CRD# 106256

Profile Verification

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

Identity

Joseph Patrick Smith · RADNOR, PA

Registration

CRD #2627429 · CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

Apr 2002 – Jan 2023

RADNOR, PA

Registrations & Exams

FINRA examinations passed

Series 62

Registration record

First registered · April 19, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

CRD 106256 · SEC 801-49083

AUM

$9.8B

Regulatory assets under management

Employees

57 client accounts

Services offered by CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

Per Form ADV

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Institutional Investors

Pension & Retirement Plans

View all advisors at CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC →

Introduction

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Frequently Asked Questions

What services does Joseph Patrick Smith offer?

Joseph Patrick Smith specializes in Investment Management, Retirement Planning, Wealth Management.

What are Joseph Patrick Smith's credentials?

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

Where is Joseph Patrick Smith located?

Joseph Patrick Smith is based in RADNOR, Pennsylvania, last registered with CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC.

How does Joseph Patrick Smith charge for services?

Joseph Patrick Smith's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC?

CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC has approximately 64 employees and manages $9.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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