Michael Smith has been an investment adviser representative at Financial Gravity Family Office Services since January 2023, and is not listed among the firm’s executive officers or direct owners.
Financial Gravity Family Office Services, LLC is a Lakeway, TX firm with $590M under management, 1,724 clients and 16 advisers across 3 offices, as of its January 2026 filing.
- – present · 3 yearsSeymour, TN · Adviser representative · Firm CRD 316024
Investment adviser representative registrations
Michael Smith is registered as an investment adviser representative in 3 states. The first approvals date from January 2023; the most recent is Nebraska, in January 2026.
- NebraskaSince 16 January 2026
- OklahomaSince 13 January 2026
- TennesseeSince 12 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 December 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Michael Burton Smith
- CRD
- 7681177
- Firm
- Financial Gravity Family Office Services · CRD 316024
- Office
- Seymour, TN
- Registration
- Investment adviser registration
- In the industry since
- January 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Smith work?
Michael Smith is an investment adviser representative registered through Financial Gravity Family Office Services, LLC since January 2023, and is not listed among the firm’s executive officers or direct owners.
Is Michael Smith a financial advisor?
Yes. Michael Smith has a current investment-adviser registration in Nebraska, Oklahoma and Tennessee, through Financial Gravity Family Office Services since January 2023.
How many years of experience does Michael Smith have?
Michael Smith has 3 years in the financial industry, since January 2023, across 1 adviser firm.
What exams has Michael Smith passed?
Michael Smith passed the Series 65 in December 2022.
Where is Michael Smith based?
Michael Smith’s registered office is in Seymour, TN.
Is Michael Smith registered with FINRA?
No. Michael Smith has no current broker registration.
How can I verify Michael Smith’s record?
Search CRD 7681177 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Smith’s full registration record.