Brandon Scott Smith
Investment adviser representative at Tlg Advisors, Inc.
11 yearsExperience
1 stateRegistered in
ChFC®Designation
$2.3BFirm assets
Are you Brandon Scott Smith? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
11 years in the industry.
- Waypoint Wealth Services LLCAug 2026 to now
- Tlg Advisors, Inc.Oct 2018 to now
- The Leaders Group IncOct 2018 to now
- AXA Advisors, LLCFeb 2016 to Oct 2018
- Milestone Financial SolutionsDec 2015 to Aug 2026
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (VA).
Tlg Advisors, Inc.
$2.3BAssets managed
5,161Clients
298Advisers
25 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
- 6595107
- Firm CRD
- 111052