Bradford S Smith
Investment adviser representative at Fmsa
10 yearsExperience
1 stateRegistered in
CFADesignation
$216.4MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- FmsaJan 2026 to now
- Financial Management Services of America, LLCJan 2026 to now
- Northwestern MutualDec 2024 to Dec 2025
- Private InvestorJan 2024 to Dec 2024
- Sierra Global Management, LLCAug 2022 to Jan 2024
- Wilmington TrustOct 2017 to Jul 2022
- Private InvestorJan 2016 to Oct 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (FL).
Fmsa
Legal name: Financial Management Services of America LLC.
$216.4MAssets managed
1,291Clients
22Advisers
16 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
- 8024390
- Firm CRD
- 154136