Michael Leviel Smith
Investment adviser representative at Farther
15 yearsExperience
2 statesRegistered in
$16BFirm assets
7 yearsFirm in business
Are you Michael Leviel 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 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
15 years in the industry.
- FartherAug 2024 to now
- Farther Finance AdvisorsAug 2024 to now
- Rock Creek Wealth Planners and Advisors LLCJul 2019 to Aug 2024
- Coliseum Wealth Management, LLCJun 2018 to Jul 2019
- United Planners Financial ServicesNov 2011 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law1998
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Farther
Legal name: Farther Finance Advisors, LLC
$16BAssets managed
14,965Clients
331Advisers
7 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
- 3115583
- Firm CRD
- 302050