David Smith has been an investment adviser representative at Bluechip Wealth Advisors since May 2019, and is not listed among the firm’s executive officers or direct owners. David Smith holds a Degree in Risk Management and Insurance from the University of Georgia.
Bluechip Wealth Advisors LLC is a Milton, GA firm with $666M under management, 398 clients and 6 advisers in one office, as of its July 2026 filing.
Mitch Smith is Senior Partner and Wealth Advisor at BlueChip Wealth Advisors. He focuses on retirement planning, investment management, and tax efficiency, and has experience with 1031 tax-free exchanges, Qualified Opportunity Zones, oil and gas programs and advanced retirement plans for business owners. He has over 24 years of experience in the financial services industry, with much of that time focused on alternative investments.
- Bluechip Wealth Advisors LLCCurrent– present · 7 yearsMilton, GA · Adviser representative · Firm CRD 150008
Professional designations
Listed by Bluechip Wealth Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst (CIMA®)
Investment adviser representative registrations
David Smith is registered as an investment adviser representative in 2 states. The first approvals date from May 2019; the most recent is Texas, in December 2022.
- GeorgiaSince 17 May 2019
- TexasSince 13 December 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 April 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 30 September 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 December 2000 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 22 November 2000 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- David Mitchel Smith
- CRD
- 4235935
- Firm
- Bluechip Wealth Advisors · CRD 150008
- Office
- 12655 BIRMINGHAM HWY, SUITE 201, Milton, GA 30004
- Registration
- Investment adviser registration
- In the industry since
- July 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bcwealthadvisors.com
Where does David Smith work?
David Smith is an investment adviser representative registered through Bluechip Wealth Advisors LLC since May 2019, and is not listed among the firm’s executive officers or direct owners.
Is David Smith a financial advisor?
Yes. David Smith has a current investment-adviser registration in Georgia and Texas, through Bluechip Wealth Advisors since May 2019.
How many years of experience does David Smith have?
David Smith has 25 years in the financial industry, since July 2001, across 1 adviser firm.
What exams has David Smith passed?
David Smith has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in November 2000. FINRA credited David Smith with the SIE, which began in October 2018.
Where is David Smith based?
David Smith’s registered office is in Milton, GA.
Is David Smith registered with FINRA?
No. David Smith has no current broker registration.
Is David Smith a CFP?
Bluechip Wealth Advisors lists David Smith with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify David Smith’s record?
Search CRD 4235935 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Smith’s full registration record.
