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Bryce Arnevick James

SMART PORTFOLIOS, LLC·LAKE FOREST PARK, Washington
Series 7, Series 63, Series 6525 years registeredSMART PORTFOLIOS, LLC
17865 BALLINGER WAY NE, LAKE FOREST PARK, WA 98155CRD# 1162409Firm CRD# 131342

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bryce Arnevick James · LAKE FOREST PARK, WA
Registration
CRD #1162409 · SMART PORTFOLIOS, LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

SMART PORTFOLIOS, LLC
Jul 2004 – present
SWAN STRATEGIES, LLC
Oct 2005 – Dec 2006
SEATTLE, WA
SHIELD INVESTMENT ADVISORS, LLC
Oct 2002 – Dec 2005
SNOHOMISH, WA
MORGAN STANLEY
May 2001 – Jun 2002
SEATTLE, WA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · May 8, 2001
Years registered · 25
03

Disclosure History

2013Judgment / Lien

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

04

Firm Overview

Firm
SMART PORTFOLIOS, LLC
CRD 131342 · SEC 801-67772
AUM
$188M
Regulatory assets under management
Employees
6
464 client accounts
Services offered by SMART PORTFOLIOS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SMART PORTFOLIOS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Bryce Arnevick James offer?
Bryce Arnevick James specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LAKE FOREST PARK, Washington for a consultation.
What are Bryce Arnevick James's credentials?
Bryce Arnevick James is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bryce Arnevick James located?
Bryce Arnevick James is based in LAKE FOREST PARK, Washington, working with SMART PORTFOLIOS, LLC. Their office serves clients in the LAKE FOREST PARK metropolitan area and surrounding communities.
How does Bryce Arnevick James charge for services?
Bryce Arnevick James's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SMART PORTFOLIOS, LLC?
SMART PORTFOLIOS, LLC has approximately 6 employees and manages $188M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SMART PORTFOLIOS, LLC

Keith Edward Campbell
LAKE FOREST PARK, WA

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