Brian R Mondics
Investment adviser representative at Smi Advisory Services, LLC
18 yearsExperience
1 stateRegistered in
$949MFirm assets
20 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
18 years in the industry.
- Smi Advisory Services, LLCJan 2024 to now
- AccurayJan 2021 to now
- Higher Level Financial Services LLCApr 2022 to Dec 2023
- Iba Proton TherapyJan 2017 to Dec 2020
- EmcJan 2008 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (IN).
Smi Advisory Services, LLC
$949MAssets managed
1,083Clients
7Advisers
20 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
- 7545075
- Firm CRD
- 137872