Preston Blair Smith
Investment adviser representative at Mariner Wealth
15 yearsExperience
2 statesRegistered in
$0Firm assets
9 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.
Other
Experience
15 years in the industry.
- Mariner WealthJun 2025 to now
- Mariner Wealth Advisors - IcJun 2025 to now
- Tenkey Investments LLCAug 2017 to now
- Preston Smith PllcDec 2011 to now
- Avantax Advisory ServicesFeb 2022 to Jun 2025
- Avantax Investment Services, Inc.Feb 2022 to Jun 2025
- Ameriprise Financial Services, Inc.Jul 2013 to Jan 2022
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (KS, OK).
Mariner Wealth
Legal name: Mariner Wealth Advisors-ic, LLC
$0Assets managed
0Clients
66Advisers
9 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
- 6190640
- Firm CRD
- 289886