Unclaimed Profile

Brian Scott Smith

FUSE PARTNERS, LLC·DALLAS, Texas

SIE, Series 6, Series 7, Series 63, Series 65CFP21 years registeredFUSE PARTNERS, LLC

8111 PRESTON ROAD, DALLAS, TX 75225CRD# 4139103Firm CRD# 168733

Profile Verification

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

Identity

Brian Scott Smith · DALLAS, TX

Registration

CRD #4139103 · FUSE PARTNERS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

BALEFIRE, LLC

Jan 2024 – present

FUSE PARTNERS, LLC

Jul 2018 – Dec 2023

Davenport, IA

VISIONPOINT ADVISORY GROUP

Mar 2015 – Dec 2017

Dubuque, IA

CUNA BROKERAGE SERVICES, INC.

Aug 2004 – Mar 2015

MOLINE, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · August 17, 2004

Years registered · 21

Professional designation · CFP

Disclosure History

2008Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FUSE PARTNERS, LLC

CRD 168733 · SEC 801-78506

AUM

$903M

Regulatory assets under management

Employees

1,317 client accounts

Services offered by FUSE PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

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 FUSE PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Brian Scott Smith offer?

Brian Scott Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are Brian Scott Smith's credentials?

Brian Scott Smith holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brian Scott Smith located?

Brian Scott Smith is based in DALLAS, Texas, working with FUSE PARTNERS, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Brian Scott Smith charge for services?

Brian Scott 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 FUSE PARTNERS, LLC?

FUSE PARTNERS, LLC has approximately 36 employees and manages $903M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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