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Bruce Alan Smith

Grandview Asset Management LLC

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About Bruce Alan Smith

Bruce Alan Smith is an investment advisor representative with Grandview Asset Management LLC. Bruce has been in the industry since 1987. Bruce is registered with the state of Pennsylvania and holds Series 6, 7, 24, and 63 licenses. Bruce is also a Registered Investment Advisor (RIA) in Pennsylvania.

Firm Information

Bruce Smith is currently registered with Grandview Asset Management LLC. Grandview Asset Management LLC is a Harrisburg, PA-based firm with 2 investment advisor representatives and 1 licensed agent. The firm provides financial planning, pension consulting, educational seminars, portfolio management for individuals, and selection of other advisors. They manage approximately $263,642,772 in assets for 1,263 clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Grandview Asset Management participates in a wrap fee program.
Grandview Asset Management LLC

4200 CRUMS MILL ROAD

HARRISBURG, PA 17112

$263.64M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bruce Smith’s Registration & Firm History

PA

07/10/2018 - Present

Grandview Asset Management LLC (HARRISBURG PA)

TN

02/05/1998 - 09/29/2000

SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)

AZ

01/31/1997 - 02/09/1998

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

GA

09/25/1987 - 01/31/1997

KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)

NA

08/24/1987 - 02/23/1988

HACKETT ASSOCIATES, INC.

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Licenses & Designations

IA

Issued 05/29/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/21/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/14/1988

Series 24 - General Securities Principal Examination

BC

Issued 05/21/1988

Series 7 - General Securities Representative Examination

BC

Issued 08/21/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bruce Alan Smith.
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