Scott Smith has been an investment adviser representative at Lifecycle Financial Planners since January 2018, and is not listed among the firm’s executive officers or direct owners.
Lifecycle Financial Planners Inc. is a Bloomfield Hills, MI firm with $672M under management, 171 clients and 9 advisers in one office, as of its March 2026 filing.
Scott Smith’s longest registration is the current one, 8 years at Lifecycle Financial Planners since 2018. Before joining Lifecycle Financial Planners in 2018, Scott Smith was registered through Olympia Ridge, LLC.
- – present · 8 yearsBloomfield Hills, MI · Adviser representative · Firm CRD 290250
- Olympia Ridge, LLC– · 4 yearsRochester Hills, MI · Adviser representative · Firm CRD 283892
Investment adviser representative registrations
Scott Smith is registered as an investment adviser representative in Michigan, since January 2018.
- MichiganSince 22 January 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 27 December 2014 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 17 November 2014 |
| Series 65 | Uniform Investment Adviser Law Examination | 24 August 2014 |
| Series 7 | General Securities Representative Examination | 28 February 1995 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Full name
- Scott Culver Smith
- CRD
- 2576230
- Firm
- Lifecycle Financial Planners · CRD 290250
- Office
- 40950 WOODWARD AVENUE, SUITE 140, Bloomfield Hills, MI 48304
- Registration
- Investment adviser registration
- In the industry since
- June 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Scott Smith work?
Scott Smith is an investment adviser representative registered through Lifecycle Financial Planners Inc. since January 2018, and is not listed among the firm’s executive officers or direct owners.
Is Scott Smith a financial advisor?
Yes. Scott Smith has a current investment-adviser registration in Michigan, through Lifecycle Financial Planners since January 2018.
How many years of experience does Scott Smith have?
Scott Smith has 10 years in the financial industry, since June 2016, across 2 adviser firms.
What exams has Scott Smith passed?
Scott Smith has passed 4 licensing exams: the Series 7, Series 65, Series 6 and Series 63. The earliest, the Series 7, was passed in February 1995. FINRA credited Scott Smith with the SIE, which began in October 2018.
Where is Scott Smith based?
Scott Smith’s registered office is in Bloomfield Hills, MI.
Is Scott Smith registered with FINRA?
No. Scott Smith has no current broker registration.
How can I verify Scott Smith’s record?
Search CRD 2576230 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Scott Smith’s full registration record.