Ronald Smith has been Vice President/Managing Member of CPA Asset Management Group since February 2007, is a control person of the firm and directly owns between 5% and 10% of it.
CPA Asset Management Group, LLC is a West Palm Beach, FL firm with $619M under management, 168 clients and 5 advisers in one office, as of its February 2026 filing.
- Blue Ocean CapitalCurrent– present · 24 yearsWest Palm Beach, FL · Adviser representative · Firm CRD 107833
Investment adviser representative registrations
Ronald Smith is registered as an investment adviser representative in Florida, since January 2002.
- FloridaSince 2 January 2002
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 28 August 2000 |
| Series 65 | Uniform Investment Adviser Law Examination | 23 September 1997 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Ronald Gregory Smith
- CRD
- 2953721
- Firm
- CPA Asset Management Group · CRD 107833
- Role
- Vice President/Managing Member
- Office
- 501 SOUTH FLAGLER DRIVE, SUITE 220, West Palm Beach, FL 33401
- Registration
- Investment adviser registration
- In the industry since
- January 2002
- Disciplinary history
- Not yet shown here · SEC record
Where does Ronald Smith work?
Ronald Smith has been Vice President/Managing Member of CPA Asset Management Group, LLC since February 2007, and is a control person of the firm.
Is Ronald Smith a financial advisor?
Yes. Ronald Smith has a current investment-adviser registration in Florida, through CPA Asset Management Group since January 2002.
How many years of experience does Ronald Smith have?
Ronald Smith has 24 years in the financial industry, since January 2002, across 1 adviser firm.
What exams has Ronald Smith passed?
Ronald Smith has passed 2 licensing exams: the Series 65 and Series 6. The earliest, the Series 65, was passed in September 1997.
Where is Ronald Smith based?
Ronald Smith’s registered office is in West Palm Beach, FL.
Is Ronald Smith registered with FINRA?
No. Ronald Smith has no current broker registration.
How can I verify Ronald Smith’s record?
Search CRD 2953721 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ronald Smith’s full registration record.
