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Wade Smith

Smith & Wyatt

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About Wade Smith

Wade Smith is an investment advisor representative and insurance agent with Smith & Wyatt, headquartered in College Station, TX. Wade has been in the industry since 2012 and is registered in Florida, Louisiana, Ohio, and Texas. Smith & Wyatt is a fee-based advisory firm with clients across the United States. Wade has an established record of success in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Smith & Wyatt's core values are focused on building long-term relationships with clients, providing personalized attention, and delivering customized solutions.

Firm Information

Wade Smith is currently registered with Smith & Wyatt. Smith & Wyatt is an investment advisor based in COLLEGE STATION, TX. They primarily serve high-net-worth individuals and individuals other than high-net-worth. The firm manages $119,845,319 in assets and has 8 licensed agents and 6 investment adviser representatives. They offer financial planning and portfolio management for individuals.
Smith & Wyatt

511 UNIVERSITY DR. E

COLLEGE STATION, TX 77840

$119.85M

Assets Under Management

4

Total Clients

6

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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solicitor

Solicitor

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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other

Set up fee

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Wade Smith’s Registration & Firm History

TX

12/15/2016 - Present

Smith & Wyatt (COLLEGE STATION TX)

TX

07/30/2014 - 12/31/2016

SECURITIES AMERICA, INC. (HOUSTON TX)

TX

01/25/2012 - 07/30/2014

C C F INVESTMENTS, INC. (HOUSTON TX)

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Licenses & Designations

IA

Issued 01/09/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/30/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/31/2016

SIE - Securities Industry Essentials Examination

BC

Issued 01/24/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wade Smith.
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