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Brett Gregory Smith

GRIFFITHS, DREHER & EVANS, P.S., CPAS·SPOKANE, Washington
Series 65Clean record15 years registeredGRIFFITHS, DREHER & EVANS, P.S., CPAS
408 N MULLAN RD, SPOKANE, WA 99206CRD# 5857475Firm CRD# 142448

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brett Gregory Smith · SPOKANE, WA
Registration
CRD #5857475 · GRIFFITHS, DREHER & EVANS, P.S., CPAS · 15 years registered
Brand Profile
Not yet started
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Career History

02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 7, 2010
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GRIFFITHS, DREHER & EVANS, P.S., CPAS
CRD 142448 · SEC 801-121376
AUM
$192M
Regulatory assets under management
Employees
23
1,311 client accounts
Services offered by GRIFFITHS, DREHER & EVANS, P.S., CPAS
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
Introduction

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05

Frequently Asked Questions

What services does Brett Gregory Smith offer?
Brett Gregory Smith specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SPOKANE, Washington for a consultation.
What are Brett Gregory Smith's credentials?
Brett Gregory Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett Gregory Smith located?
Brett Gregory Smith is based in SPOKANE, Washington, working with GRIFFITHS, DREHER & EVANS, P.S., CPAS. Their office serves clients in the SPOKANE metropolitan area and surrounding communities.
How does Brett Gregory Smith charge for services?
Brett Gregory Smith'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 GRIFFITHS, DREHER & EVANS, P.S., CPAS?
GRIFFITHS, DREHER & EVANS, P.S., CPAS has approximately 23 employees and manages $192M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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