Brady Smith
Investment adviser representative at Osaic Advisory Services, LLC
11 yearsExperience
1 stateRegistered in
$15.5BFirm assets
12 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.
- Osaic Advisory Services, LLCJan 2026 to now
- Osaic WealthJan 2026 to now
- Rabo AgrifinanceMay 2021 to now
- On SemiconductorAug 2019 to May 2021
- Sage Forensic Accounting, Inc.Jan 2017 to Aug 2019
- Idaho State UniversityNov 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (ID).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 8193694
- Firm CRD
- 171070