linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Stephen Scott Smith

Brandywine Global Investment Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Stephen? Claim Your Profile

About Stephen Scott Smith

Stephen Scott Smith is a registered Investment Advisor Representative in the state of Pennsylvania. Stephen has been in the industry since February of 1991, working at Brandywine Global Investment Management, LLC. Stephen has a Series 65 license and is currently active as an Investment Advisor Representative. Stephen Scott Smith has also been registered as an Investment Advisor Representative in Texas since January 1995.

Firm Information

Stephen Smith is currently registered with Brandywine Global Investment Management, LLC. Brandywine Global Investment Management, LLC is an investment advisor headquartered in Philadelphia, Pennsylvania. The firm manages over $66 billion in assets for a variety of clients, including individuals, institutions, and investment companies. Brandywine Global offers a range of investment services, including portfolio management, model portfolios, and wrap fee programs. The firm specializes in equity and fixed income strategies, with a focus on global investing.
Brandywine Global Investment Management, LLC

1735 MARKET STREET

PHILADELPHIA, PA 19103

$66.45B

Assets Under Management

Not reported

Total Clients

15

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.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

model-only portfolios

Model-only 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.

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

check

other

Asset-based fee from model-only recipients

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Stephen Smith’s Registration & Firm History

PA

01/20/1995 - Present

Brandywine Global Investment Management, LLC (PHILADELPHIA PA)

Not sure if Stephen Scott Smith is right for you?

Licenses & Designations

IA

Issued 01/13/1994

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Scott Smith.
Not sure if Stephen Scott Smith is right for you?