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Scott Taylor Smith

Investment adviser representative at Silicon Private Wealth, LLC
28 yearsExperience
1 stateRegistered in
$177.8MFirm assets
2 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 feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

28 years in the industry.

  1. Dresner Investment Services, Inc.May 2024 to now
  2. Silicon Private Wealth, LLCJan 2019 to now
  3. Viant Ventures One, LLCNov 2017 to Feb 2024
  4. Viant Capital LLCAug 1998 to Feb 2024

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 65 · Uniform Investment Adviser Law2019

State registrations

Registered as an investment adviser representative in 1 state (CA).

Silicon Private Wealth, LLC

$177.8MAssets managed
89Clients
4Advisers
2 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
2909659
Firm CRD
284145
Advisor's SEC record (opens in a new tab)
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