Skip to content

Bradford Smith

Investment adviser representative at Financial Management Services of America in Wellington, FL

Investment adviser registrationUpdated

Bradford Smith is an investment adviser representative at Financial Management Services of America LLC., an investment adviser managing $216M, and works from its Wellington, FL office. Bradford Smith has been registered through Financial Management Services of America since 15 January 2026 and has 0 years in the industry across 1 firm.

0
Years in industry
0
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Bradford Smith has been an investment adviser representative at Financial Management Services of America since January 2026, and is not listed among the firm’s executive officers or direct owners.

Financial Management Services of America LLC. is a firm with $216M under management, 1,291 clients and 20 advisers across 13 offices, as of its September 2026 filing.

  1. FmsaCurrent
    – present · under a year
    Wellington, FL · Adviser representative · Firm CRD 154136

Credentials and registrations

Investment adviser representative registrations

Bradford Smith is registered as an investment adviser representative in Florida, since January 2026.

  • FloridaSince 15 January 2026

Examinations

No examinations are on Bradford Smith’s record.

Key facts

Full name
Bradford S Smith
CRD
8024390
Office
Wellington, FL
Registration
Investment adviser registration
In the industry since
January 2026
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Bradford Smith work?

Bradford Smith is an investment adviser representative registered through Financial Management Services of America LLC. since January 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Bradford Smith a financial advisor?

Yes. Bradford Smith has a current investment-adviser registration in Florida, through Financial Management Services of America since January 2026.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Bradford Smith have?

Bradford Smith has 0 years in the financial industry, since January 2026, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

Where is Bradford Smith based?

Bradford Smith’s registered office is in Wellington, FL.

Source: IAPD individual record, checked 22 October 2026

Is Bradford Smith registered with FINRA?

No. Bradford Smith has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Bradford Smith’s record?

Search CRD 8024390 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bradford Smith’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Financial Management Services of America

Sources

  1. IAPD individual record, CRD 8024390, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Financial Management Services of America LLC., filed 25 September 2026. Executive officers and direct owners; this person is not among them.