Michael Glen Smith
Investment adviser representative at Emerald Advisors, LLC
19 yearsExperience
2 statesRegistered in
$941.4MFirm assets
6 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- Emerald Advisors, LLCNov 2019 to now
- Emerald Advisors, LLC d/b/a the Smith Group Multi Family OfficeNov 2019 to now
- M.S. Howells & CoNov 2019 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2007 to Nov 2019
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Emerald Advisors, LLC
$941.4MAssets managed
216Clients
4Advisers
6 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
- 4973573
- Firm CRD
- 305125