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Chief Marketing Officer · Smartasset

Brian Bourque

CRD 8061027 · Named on Form ADV at one SEC-registered adviser

At a glance

Smartasset, an SEC-registered asset manager based in New York, NY with $0 in regulatory assets, lists Brian Bourque on its Form ADV as Chief Marketing Officer.

Firms and roles

  • SmartassetChief Marketing OfficerAsset manager · New York, NY · $0M in regulatory assets

AtlasMembers

Brian’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.