Ronald John Briggs
Investment adviser representative at A Smarter Way To Invest
11 yearsExperience
2 statesRegistered in
$150MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Entry Point Advisor NetworkOct 2013 to now
- A Smarter Way To Invest, Inc,Oct 2012 to now
- Caitlin John, LLCJan 2011 to now
- Peace of Mind Private Wealth Management, LLC.Dec 2021 to Dec 2022
- Guardian Pointe Private Wealth Management, LLCJul 2016 to Dec 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (FL, MI).
A Smarter Way To Invest
Legal name: A Smarter Way To Invest, Inc.
$150MAssets managed
0Clients
5Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1622903
- Firm CRD
- 166170