Mary Kathryn Smith
Investment adviser representative at Invista Advisors
19 yearsExperience
1 stateRegistered in
$443.5MFirm assets
10 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Waverly Advisors, LLCJul 2026 to now
- Invista AdvisorsJul 2016 to now
- Invista Advisors (formerly: Mcdonald & Hagan Wealth Management)Jul 2016 to now
- LPL Financial LLCApr 2007 to Jul 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (AL).
Invista Advisors
Legal name: Mcdonald Financial Services, LLC
$443.5MAssets managed
721Clients
8Advisers
10 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
- 2369000
- Firm CRD
- 282899