Brenton Lohr Smith
Investment adviser representative at Gibert Wealth Management
12 yearsExperience
1 stateRegistered in
$316MFirm assets
Under 1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Gibert Wealth Management LLCJul 2026 to now
- Kestra Investment Services, LLCMay 2023 to May 2026
- Umergence LLCApr 2021 to May 2022
- Amazon Services, LLCMar 2021 to May 2023
- UnemployedMay 2019 to Mar 2021
- Bb&t Securities, LLCJun 2018 to Apr 2019
- Flow Honda of BurlingtonNov 2017 to May 2018
- UnemployedMar 2017 to Oct 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2014 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2014
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
Gibert Wealth Management
Legal name: Gibert Wealth Management, LLC
$316MAssets managed
116Clients
2Advisers
Under 1 yearIn 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
- 2246178
- Firm CRD
- 341458