Investment adviser representative · Von Borstel & Associates
Craig R. Smith
CRD 5324542 · Portland, OR
At a glance
Craig R. Smith is an investment adviser representative with Von Borstel & Associates in Portland, OR, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Craig’s SEC record dates to 2009, about 17 years ago. Designations on file: Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst.
Current advisory firm
- Von Borstel & AssociatesSince August 2020Portland, OR · $680M in regulatory assets
SEC adviser record
- Registered since
- 2009 (17 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Craig’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
- 3 firmsLocked
- 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.