George Smith has been Managing Member of Smith Bruer Advisors since February 2015, is a control person of the firm and directly owns between 25% and 50% of it.
Smith Bruer Advisors, LLC is a Tallahassee, FL firm with $238M under management, 270 clients and 5 advisers across 3 offices, as of its March 2026 filing.
George Smith’s longest registration is the current one, 10 years at Smith Bruer Advisors since 2016. Before joining Smith Bruer Advisors in 2016, George Smith was registered through Partnervest Advisory Services LLC and Invest Financial Corporation.
- Partnervest Advisory Services LLC– · 1 yearTallahassee, FL · Adviser representative · Firm CRD 113621
- Invest Financial Corporation– · 10 yearsTallahassee, FL · Adviser representative · Firm CRD 12984
Investment adviser representative registrations
George Smith is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from July 2016; the most recent is Florida, in August 2016.
- FloridaSince 19 August 2016
- TexasResidentSince 12 July 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 30 December 2004 |
| Series 24 | General Securities Principal Examination | 4 September 2003 |
| Series 7 | General Securities Representative Examination | 13 November 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Full name
- George Marshall Smith
- CRD
- 2016997
- Firm
- Smith Bruer Advisors · CRD 284508
- Role
- Managing Member
- Office
- 1700 SUMMIT LAKE DRIVE, SUITE 102, Tallahassee, FL 32317
- Registration
- Investment adviser registration
- In the industry since
- November 2002
- Disciplinary history
- Not yet shown here · SEC record
Where does George Smith work?
George Smith has been Managing Member of Smith Bruer Advisors, LLC since February 2015, and is a control person of the firm.
Is George Smith a financial advisor?
Yes. George Smith has a current investment-adviser registration in Florida and Texas, through Smith Bruer Advisors since July 2016.
How many years of experience does George Smith have?
George Smith has 23 years in the financial industry, since November 2002, across 3 adviser firms.
What exams has George Smith passed?
George Smith has passed 3 licensing exams: the Series 7, Series 24 and Series 66. The earliest, the Series 7, was passed in November 2002. FINRA credited George Smith with the SIE, which began in October 2018.
Where did George Smith work before Smith Bruer Advisors?
Before Smith Bruer Advisors, George Smith was registered through Invest Financial Corporation, January 2005 to February 2015.
Where is George Smith based?
George Smith’s registered office is in Tallahassee, FL.
Is George Smith registered with FINRA?
No. George Smith has no current broker registration.
How can I verify George Smith’s record?
Search CRD 2016997 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes George Smith’s full registration record.