Andrew Nathan Smith
Investment adviser representative at Rockport Wealth Advisors
17 yearsExperience
1 stateRegistered in
$676.4MFirm assets
3 yearsFirm in business
Are you Andrew Nathan Smith? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Rockport Wealth AdvisorsJan 2026 to now
- Rockport Wealth, LLC dba Rockport Wealth AdvisorsJan 2026 to now
- American Asset Management CorpJan 2009 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
Rockport Wealth Advisors
Legal name: Rockport Wealth, LLC
$676.4MAssets managed
1,623Clients
8Advisers
3 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
- 8206036
- Firm CRD
- 297122