William Bradley Smith
Investment adviser representative at Blueprint Financial Advisors
11 yearsExperience
2 statesRegistered in
$1.4BFirm assets
5 yearsFirm in business
Are you William Bradley Smith? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Blueprint Financial Advisors LLCAug 2025 to now
- Maplewood Investments IncAug 2025 to now
- Osaic Wealth, Inc.Jun 2024 to Aug 2025
- Securities America AdvisorsSep 2015 to Jun 2024
- Securities America IncSep 2015 to Jun 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Blueprint Financial Advisors
Legal name: Blueprint Financial Advisors LLC
$1.4BAssets managed
2,330Clients
39Advisers
5 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
- 2853427
- Firm CRD
- 315570