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Shawn Daniel Bird

SMART PORTFOLIOS, LLC·LAKE FOREST PARK, Washington
Clean recordSMART PORTFOLIOS, LLC
17865 BALLINGER WAY NE, LAKE FOREST PARK, WA 98155CRD# 5532521Firm CRD# 131342

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Shawn Daniel Bird · LAKE FOREST PARK, WA
Registration
CRD #5532521 · SMART PORTFOLIOS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Shawn Daniel Bird is a registered financial advisor based in LAKE FOREST PARK, Washington, affiliated with SMART PORTFOLIOS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SMART PORTFOLIOS, LLC
SMART PORTFOLIOS, LLC
AUM
$188M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SMART PORTFOLIOS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5532521
Firm CRD# 131342
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Shawn Daniel Bird offer?
Shawn Daniel Bird specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LAKE FOREST PARK, Washington for a consultation.
What are Shawn Daniel Bird's credentials?
Shawn Daniel Bird is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shawn Daniel Bird located?
Shawn Daniel Bird 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 Shawn Daniel Bird charge for services?
Shawn Daniel Bird'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

Bryce Arnevick James
LAKE FOREST PARK, WA
Keith Edward Campbell
LAKE FOREST PARK, WA
Kristin Lynn Copper
LAKE FOREST PARK, WA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Washington
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Research
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