Skip to content

George Marshall Smith

Investment adviser representative at Smith Bruer
11 yearsExperience
2 statesRegistered in
$238.5MFirm assets
7 yearsFirm in business

Are you George Marshall Smith? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Smith BruerJul 2016 to now
  2. Smith Bruer AdvisorsFeb 2015 to now

Exams passed

  • Series 66 · Uniform Combined State Law2004

State registrations

Registered as an investment adviser representative in 2 states (FL, TX).

Smith Bruer

Legal name: Smith Bruer Advisors, LLC

$238.5MAssets managed
270Clients
6Advisers
7 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
2016997
Firm CRD
284508
Advisor's SEC record (opens in a new tab)
CallContact this firm