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Joseph Smith

President / Chief Investment Officer - Listed Real Assets at Cbre Investment Management Listed Real Assets

No current adviser or broker registrationSEC record checked 17 October 2026

1
Past adviser firms
1
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Joseph Smith is President / Chief Investment Officer - Listed Real Assets of Cbre Investment Management Listed Real Assets LLC, a Radnor investment adviser managing $10.8B. Joseph Smith has past investment-adviser registrations through 1 firm and has passed the Series 62.

Role at Cbre Investment Management Listed Real Assets

Title on Schedule A
President / Chief Investment Officer - Listed Real Assets
Control
Joseph Smith is a control person of Cbre Investment Management Listed Real Assets.
Ownership
An individual ownership band is not available in the source record.
Tenure
Joseph Smith has held the filed role since August 2001.

The firm

Cbre Investment Management Listed Real Assets LLC
Radnor, PA

Form ADV filed 30 March 2026

$10.8B AUM44 clients30 advisers4 offices

Career on record

Firms and exams, newest first
  1. Cbre Investment Management Listed Real Assets LLC
    – · 21 years
    Radnor, PA · Adviser representative · Firm CRD 106256
  2. Passed Series 62 · 1996

Registrations and exams

No current adviser or broker registration. Joseph Smith has passed 1 qualifying exam.

Examinations

Series 624 November 1996
Name
Corporate Securities Limited Representative Examination

Individual record

Full name
Joseph Patrick Smith
CRD
2627429
Firm
Cbre Investment Management Listed Real Assets LLC
Registration status
No current adviser or broker registration
Firm bio
cbreim.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

CBRE Investment Management identifies Joseph Smith as chief investment officer for Listed Real Assets Strategies. He previously held management and analyst positions at Alex Brown & Sons, PaineWebber and Radnor Advisors. He earned a B.S. from Villanova University and an MBA from the University of Pennsylvania. The firm biography identifies him as a CFA charterholder. Official CBRE Investment Management biography

Education

Credentials and memberships

Common questions

Where does Joseph Smith work?

Joseph Smith has been President / Chief Investment Officer - Listed Real Assets of Cbre Investment Management Listed Real Assets LLC since August 2001, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 March 2026

Does Joseph Smith have a current investment-adviser registration?

Joseph Smith has no current investment-adviser or broker registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has Joseph Smith passed?

Joseph Smith passed the Series 62 in November 1996.

Source: IAPD individual record, checked 17 October 2026

Where was Joseph Smith previously registered as an investment adviser?

Joseph Smith has past investment-adviser registrations through Cbre Investment Management Listed Real Assets LLC, April 2002 to January 2023, across 1 firm.

Source: IAPD individual record, checked 17 October 2026

Leadership at Cbre Investment Management Listed Real Assets

  • Jonathan Blome
    Chief Financial Officer / Chief Operating Officer
  • Jeff Chang
    Chief Compliance Officer
  • Jeremy Anagnos
    Chief Investment Officer - Listed Infrastructure
  • David Makowicz
    Managing Director, Listed Business Development Strategist
  • Christopher Reich
    Portfolio Manager / Head of Quantitative Research
  • Kenneth Weinberg
    Chief Investment Officer - Listed Real Estate

Sources

  1. IAPD individual record, CRD 2627429. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Cbre Investment Management Listed Real Assets LLC, filed 30 March 2026. Title, control and ownership bands.
  3. Cbre Investment Management Listed Real Assets team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Joseph Smith or Cbre Investment Management Listed Real Assets LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.