Unclaimed
Bryant Baker Smith is a financial advisor at Amundi Asset Management US, Inc. with experience in the financial services industry since 1995. Bryant has held prior positions at Transamerica Capital, Inc., FNEX Capital, LLC, OppenheimerFunds Distributor, Inc., AllianceBernstein Investment Research and Management, Inc., Goldman, Sachs & Co., Putnam Mutual Funds Corp., and Smith Barney Inc. Bryant is registered to offer investment advice in Massachusetts, New York, Pennsylvania, and West Virginia.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
12/06/2023 - Present
Amundi Asset Management US, Inc. (BOSTON MA)
CO
02/23/2021 - 06/28/2023
TRANSAMERICA CAPITAL, INC. (DENVER CO)
IN
06/26/2019 - 03/17/2021
FNEX CAPITAL, LLC (INDIANAPOLIS IN)
NY
08/05/2005 - 05/31/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
TN
08/21/2001 - 06/09/2005
ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC. (NASHVILLE TN)
NY
12/09/1996 - 08/09/2001
GOLDMAN, SACHS & CO. (NEW YORK NY)
MA
08/20/1996 - 11/25/1996
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
NY
02/03/1995 - 07/08/1996
SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 11/29/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/18/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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