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Financial ADVSR advisor directory · SEC adviser records

Smith & Wyatt financial advisors in Texas

Every SEC-registered investment adviser representative at a Smith & Wyatt office in Texas, by city and A to Z.

7 registered advisors work at Smith & Wyatt in Texas, out of 8 nationwide; it's the firm's number 1 state by advisors, and the most are in College Station (7). 0 list the CFP designation and 0 are also registered broker representatives.

Smith & Wyatt advisors by city in Texas

Every firm in Texas →

College Station 7

Smith & Wyatt advisors in Texas, A to Z

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Smith & Wyatt advisors in every state →Smith & Wyatt: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Smith & Wyatt financial advisors are in Texas?

7 investment adviser representatives are registered at Smith & Wyatt offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 8 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Texas does Smith & Wyatt have the most advisors?

College Station, with 7. Smith & Wyatt has advisors in 1 city in Texas.

How do I check a Smith & Wyatt advisor in Texas?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Smith & Wyatt office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.