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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.

  1. FmsaJan 2026 to now
  2. Financial Management Services of America, LLCJan 2026 to now
  3. Northwestern MutualDec 2024 to Dec 2025
  4. Private InvestorJan 2024 to Dec 2024
  5. Sierra Global Management, LLCAug 2022 to Jan 2024
  6. Wilmington TrustOct 2017 to Jul 2022
  7. 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
Advisor's SEC record (opens in a new tab)
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