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Geoffrey James Smarte

Investment adviser representative at Advisory Services Network
15 yearsExperience
2 statesRegistered in
$10.6BFirm assets
16 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.

  • Financial planning
  • Portfolio management

Experience

15 years in the industry.

  1. Advisory Services Network, LLCJun 2020 to now
  2. Fisher InvestmentsSep 2011 to Jun 2020

Exams passed

  • Series 66 · Uniform Combined State Law2000

State registrations

Registered as an investment adviser representative in 2 states (KY, LA).

Advisory Services Network

Legal name: Advisory Services Network, LLC

$10.6BAssets managed
12,919Clients
251Advisers
16 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
4183499
Firm CRD
146051
Advisor's SEC record (opens in a new tab)
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