Miles F Smith
Investment adviser representative at Brookstone Wealth Advisors, LLC
11 yearsExperience
3 statesRegistered in
$0Firm assets
19 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.
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
- Seminars and workshops
Experience
11 years in the industry.
- Brookstone Wealth Advisors, LLCJun 2023 to now
- Hoffman Financial GroupJun 2023 to now
- CitigroupJun 2022 to Apr 2023
- Morgan StanleyMay 2021 to Jun 2022
- Trimont Real Estate AdivsorsFeb 2020 to May 2021
- Pure InsuranceJun 2019 to Feb 2020
- Dartmouth CollegeJun 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (AL, GA, SC).
Brookstone Wealth Advisors, LLC
$0Assets managed
0Clients
222Advisers
19 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
- 7359661
- Firm CRD
- 137658