Joseph Alexander Sunday
Investment adviser representative at Smith Bruer
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$238.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Smith BruerMay 2021 to now
- Smith Bruer AdvisorsApr 2021 to now
- Tim Smiith & AssociatesAug 2011 to Mar 2021
- Wilbanks Securities AdvisoryAug 2011 to Jun 2017
- Wilbanks Securities, Inc.Aug 2011 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (FL).
Smith Bruer
Legal name: Smith Bruer Advisors, LLC
$238.5MAssets managed
270Clients
6Advisers
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
- 5513706
- Firm CRD
- 284508