Investment adviser representative · Innovest Portfolio Solutions LLC

Aidan S. Smith

CRD 6583879 · Denver, CO

At a glance

Aidan S. Smith is an investment adviser representative with Innovest Portfolio Solutions LLC in Denver, CO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Aidan’s SEC record dates to 2016, about 10 years ago.

Current advisory firm

Innovest Portfolio Solutions LLCSince March 2016Denver, CO · $0M in regulatory assets

SEC adviser record

Registered since: 2016 (10 years)
Designations: None on file
Exams: Series 65
Registered in: 5 states
Also a broker representative: No
Disclosures on record: None

AtlasMembers

Aidan’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: Locked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.