Robert Boston Smith
Investment adviser representative at The Burney Company
11 yearsExperience
1 stateRegistered in
$3.6BFirm assets
52 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- The Burney CompanyNov 2025 to now
- Wells Fargo Clearing Services, LLCJul 2023 to Nov 2025
- Auburn University Baseball TeamSep 2022 to May 2023
- Performance Trust Capital PartnersJun 2022 to Aug 2022
- P&p Parking SolutionsSep 2021 to Jun 2023
- Auburn UniversityAug 2021 to May 2023
- Birmingham BaronsJun 2021 to Aug 2021
- Hoover Met ComplexJun 2020 to Jul 2020
- University of Tennessee At MartinAug 2019 to May 2021
- Shoal Creek ClubJun 2019 to Aug 2019
- Oak Mountain High SchoolAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TN).
The Burney Company
$3.6BAssets managed
1,926Clients
37Advisers
52 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
- 7795381
- Firm CRD
- 106945