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Stewart James Deutsch

Investment adviser representative at Smith Moore & Co.
23 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

23 years in the industry.

  1. Smith, Moore & Co.Jan 2003 to now

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1994
  • Series 65 · Uniform Investment Adviser Law2000

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
2537447
Firm CRD
3441
Advisor's SEC record (opens in a new tab)
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