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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Smith is an investment advisor representative at SVB Wealth. Brian has been in the financial services industry since 1997. Brian has experience working for Fieldpoint Private Securities, LLC and First Republic Securities Company, LLC. Brian is licensed to provide investment advice in Florida. Brian specializes in portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars, and wealth planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Planned giving, family office, wealth planning
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MA
01/01/2025 - Present
SVB Wealth (BOSTON MA)
NY
02/14/2018 - 10/15/2019
FIELDPOINT PRIVATE SECURITIES, LLC (NEW YORK NY)
FL
07/11/2001 - 12/11/2017
FIRST REPUBLIC SECURITIES COMPANY, LLC (PALM BEACH FL)
ME
08/22/2000 - 03/30/2001
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
NY
07/18/1997 - 07/26/2000
UST FINANCIAL SERVICES CORP. (NEW YORK NY)
IA
Issued 03/06/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/17/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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