Martin Smith has been an investment adviser representative at OneAscent Wealth Management since February 2024, and is not listed among the firm’s executive officers or direct owners.
Oneascent Wealth Management LLC is a Birmingham, AL firm with $476M under management, 927 clients and 12 advisers across 6 offices, as of its August 2026 filing.
Martin Smith’s longest registration is the current one, 2 years at OneAscent Wealth Management since 2024. Before joining OneAscent Wealth Management in 2024, Martin Smith was registered through Strauss Financial Group and Commonwealth Financial Network.
- Oneascent Wealth ManagementCurrent– present · 2 yearsBirmingham, AL · Adviser representative · Firm CRD 308057
- Oneascent Family OfficesAlso current– present · 2 yearsBirmingham, AL · Adviser representative · Firm CRD 323305
- Strauss Financial Group– · 1 yearHoover, AL · Adviser representative · Firm CRD 310512
- Commonwealth Financial Network– · under a yearBirmingham, AL · Adviser representative · Firm CRD 8032
Investment adviser representative registrations
Martin Smith is registered as an investment adviser representative in Alabama, since February 2024.
- AlabamaSince 15 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 May 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Martin Nicole Smith
- CRD
- 5694652
- Firm
- OneAscent Wealth Management · CRD 308057
- Office
- 100 GRANDVIEW PLACE, Birmingham, AL 35243
- Registration
- Investment adviser registration
- In the industry since
- June 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Martin Smith work?
Martin Smith is an investment adviser representative registered through Oneascent Wealth Management LLC since February 2024, and is not listed among the firm’s executive officers or direct owners.
Is Martin Smith a financial advisor?
Yes. Martin Smith has a current investment-adviser registration in Alabama, through OneAscent Wealth Management since February 2024.
How many years of experience does Martin Smith have?
Martin Smith has 4 years in the financial industry, since June 2022, across 4 adviser firms.
What exams has Martin Smith passed?
Martin Smith passed the Series 65 in May 2022.
Where did Martin Smith work before OneAscent Wealth Management?
Before OneAscent Wealth Management, Martin Smith was registered through Strauss Financial Group, July 2022 to February 2024; Commonwealth Financial Network, May 2022 to June 2022.
Where is Martin Smith based?
Martin Smith’s registered office is in Birmingham, AL.
Is Martin Smith registered with FINRA?
No. Martin Smith has no current broker registration.
How can I verify Martin Smith’s record?
Search CRD 5694652 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Martin Smith’s full registration record.
