Samuel A Smith
Investment adviser representative at Geowealth Management LLC
11 yearsExperience
2 statesRegistered in
CFADesignation
$17.6BFirm 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.
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Geowealth Management LLCAug 2025 to now
- Freedom Investment ManagementSep 2020 to Jul 2025
- Brown Brothers HarrimanNov 2018 to Jul 2020
- Alps Mutual Fund ServicesDec 2016 to Nov 2018
- Janus Distributors LLCJun 2015 to Dec 2016
- Janus Management Holdings CorpMay 2015 to Dec 2016
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 2 states (CO, IL).
Geowealth Management LLC
$17.6BAssets managed
51,018Clients
19Advisers
16 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
- 6499017
- Firm CRD
- 148222