Owner · Bridge Generations Wealth Management
David N. Smith
CRD 4368761 · Named on Form ADV at one SEC-registered adviser
At a glance
Bridge Generations Wealth Management, an SEC-registered wealth manager based in South Miami, FL with $260 million in regulatory assets, lists David N. Smith on its Form ADV as Owner, a control person.
Firms and roles
- Bridge Generations Wealth ManagementOwnerWealth manager · South Miami, FL · $260M in regulatory assets
AtlasMembers
David’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- David N. SmithManaging Member and CCO, Bridge Generations Wealth Management
- Barbara J. RayManaging Member, Bridge Generations Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.