Andrew Moore Smith
Investment adviser representative at Kayne Anderson Rudnick Investment Management, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$39.4BFirm 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Kayne Anderson Rudnick Investment Management, LLCMay 2026 to now
- Mariner Wealth AdvisorsApr 2023 to May 2026
- Personal Capital Advisors CorporationJul 2018 to Apr 2023
- The Ayco Company, L.p./mercer AlliedOct 2015 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Kayne Anderson Rudnick Investment Management, LLC
$39.4BAssets managed
24,735Clients
36Advisers
41 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
- 6402607
- Firm CRD
- 104599