Matthew Edward Bragg
Investment adviser representative at Smith Moore & Co.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Smith, Moore & Co.Apr 2021 to now
- LPL Financial LLCNov 2017 to Apr 2021
- Investment Centers of AmericaNov 2015 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 1 state (MO).
Smith Moore & Co.
$2.4BAssets managed
4,142Clients
45Advisers
19 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
- 2279799
- Firm CRD
- 3441