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Ryan Kent Smith

Crossmark Global Investments, Inc.

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About Ryan Kent Smith

Ryan Kent Smith is a financial advisor currently associated with Crossmark Global Investments, Inc. in Houston, TX. Ryan has been a registered representative for over ten years and holds licenses in several states, including Minnesota, Texas, Illinois, Iowa, Kansas, Missouri, Nebraska, North Dakota, South Dakota, Wisconsin. Ryan is also registered as an investment advisor representative. Prior to his current role, Ryan worked at Goldman Sachs & Co. LLC and RBC Capital Markets, LLC. Ryan is a Series 7, 66, and SIE licensed individual. Ryan has a history of experience in working with clients including corporations, individuals, and institutional clients.

Firm Information

Ryan Smith is currently registered with Crossmark Global Investments, Inc.. Crossmark Global Investments, Inc. is an investment advisor based in Houston, Texas. The firm manages approximately $1 billion to $10 billion in assets for individuals, businesses, investment companies, and other institutions. Crossmark Global Investments specializes in portfolio management and offers discretionary and non-discretionary investment management services. They also participate in wrap fee programs.
Crossmark Global Investments, Inc.

15375 MEMORIAL DRIVE

HOUSTON, TX 77079

$7.00B

Assets Under Management

Not reported

Total Clients

21

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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Ryan Smith’s Registration & Firm History

TX

05/21/2024 - Present

Crossmark Global Investments, Inc. (HOUSTON TX)

IL

07/22/2019 - 04/11/2023

GOLDMAN SACHS & CO. LLC (CHICAGO IL)

MN

09/25/2012 - 10/17/2018

RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 12/20/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ryan Kent Smith.
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