Marissa Emily Smith
Investment adviser representative at Portside Wealth Group, LLC
11 yearsExperience
2 statesRegistered in
$1.4BFirm assets
3 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
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Portside Wealth Group, LLCSep 2024 to now
- Concorde Investment Services, LLCSep 2024 to now
- Hudson Oaks Wealth ManagementSep 2024 to now
- Lyla June co.Jul 2020 to now
- Stonebriar Wealth, LLCJan 2024 to Jun 2024
- Kinetic Investment Management, Inc.Mar 2023 to May 2024
- First Command Advisory Services, Inc.Jan 2022 to Feb 2023
- First Command Brokerage Services, Inc.Jan 2022 to Feb 2023
- First Command Insurance Services, IncJan 2022 to Feb 2023
- First CommandAug 2021 to Mar 2023
- UnemployedMay 2021 to Aug 2021
- Princeton Alumni WeeklyAug 2020 to May 2021
- Reinvent Stockton FoundationJun 2020 to Aug 2020
- Princeton UniversityAug 2019 to May 2021
- Princeton School of Public & International AffairsAug 2019 to Mar 2020
- UnemployedAug 2018 to Aug 2019
- Rebecca & George McdonaldJun 2018 to Aug 2018
- UnemployedAug 2017 to Jun 2018
- 680 Water Polo AssociationMar 2013 to Aug 2017
- Sycamore StingraysMar 2013 to Aug 2017
- Sycamore StringraysMar 2013 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Portside Wealth Group, LLC
$1.4BAssets managed
6,475Clients
56Advisers
3 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
- 7423251
- Firm CRD
- 325175