Brenton Wesley Smith
Investment adviser representative at Minichmacgregor Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$722.9MFirm 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 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
11 years in the industry.
- Minichmacgregor Wealth Management, LLCAug 2025 to now
- Private Advisor Group, LLCMar 2022 to Aug 2025
- Del-sette Capital Management, LLCNov 2019 to Feb 2022
- Voya Financial Advisors, Inc.Feb 2019 to Nov 2019
- LPL Financial LLCJul 2015 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 1 state (NY).
Minichmacgregor Wealth Management, LLC
$722.9MAssets managed
928Clients
8Advisers
17 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
- 6030661
- Firm CRD
- 151237