Brandon Craig Smith
Investment adviser representative at Patriot Investment Management Group Inc
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.9BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Patriot Investment Management Group Inc.Jul 2019 to now
- Thierry V Sommer & AssociatesMay 2018 to Jun 2019
- Third Group PropertiesMar 2016 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Patriot Investment Management Group Inc
$1.9BAssets managed
1,559Clients
15Advisers
28 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
- 6944377
- Firm CRD
- 112155