Bradford Wayne Smithy
Investment adviser representative at Elevation Point Wealth Partners, LLC
8 yearsExperience
1 stateRegistered in
$8.3BFirm assets
20 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.
- Portfolio management
Experience
8 years in the industry.
- Elevation Point Wealth Partners, LLCJul 2024 to now
- UBS Financial Services IncJan 2024 to Jul 2024
- UBS Financial Services IncJan 2020 to Dec 2023
- UBS Financial Services IncJul 2016 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 1 state (FL).
Elevation Point Wealth Partners, LLC
$8.3BAssets managed
4,936Clients
56Advisers
20 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
- 2404139
- Firm CRD
- 137068