Amy Tyler Smith
Investment adviser representative at Brown Financial Advisory
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$468.2MFirm 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 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
13 years in the industry.
- Brown Financial AdvisoryNov 2023 to now
- Brown Mcleod, Inc.Aug 2023 to now
- Baldwin Board of EducationAug 2013 to Aug 2023
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (AL).
Brown Financial Advisory
Legal name: Brown Mcleod, Inc
$468.2MAssets managed
288Clients
6Advisers
12 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
- 6034385
- Firm CRD
- 155548