Director of Operations · Brand Asset Management Group, Inc.
Sara E. Smith
CRD 5493151 · Named on Form ADV at one SEC-registered adviser
At a glance
Brand Asset Management Group, Inc., an SEC-registered wealth manager based in Chesterfield, MO with $1.2 billion in regulatory assets, lists Sara E. Smith on its Form ADV as Director of Operations, a control person.
Firms and roles
- Brand Asset Management Group, Inc.Director of OperationsWealth manager · Chesterfield, MO · $1.2B in regulatory assets
AtlasMembers
Sara’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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- Search and export owners by title, state and firm size
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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
- Todd H. BrandPresident, Brand Asset Management Group, Inc.
- Phillip A. DanielsChief Operating Officer, Brand Asset Management Group, Inc.
- Timothy C EgartExecutive Vice President, Brand Asset Management Group, Inc.
- Ryan C. GreenOwner, Brand Asset Management Group, Inc.
- Roseann HigginsChief Compliance Officer, Brand Asset Management Group, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sara’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.