BS
BS

Bryan Jacob Smith

29 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
38 advisors
Number of Clients
1,309 clients
Average Client Portfolio
$1.0B average
Assets Under Management
$1327.9B
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Location

50 Hudson Yards, New York, NY, 10001

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Bryan is a board member for Summer Search, a non-profit organization, dedicating minimal time. He also serves as an advisor to CoachSelect Inc., providing consultation on sales, marketing, client engagement, and strategic decisions, dedicating minimal time.

Employment History
Current Registrations
Blackrock Financial Management, INC
October 2007 - Present · 18 yrs 4 mos
Blackrock Investments, LLCBroker
October 2007 - Present · 18 yrs 4 mos
Previous Registrations
Quellos Fund Services, LLCBroker
October 2005 - October 2007 · 2 yrs
Quellos Private Capital Markets, L.P.
July 2005 - October 2007 · 2 yrs 3 mos
Quellos Capital Management LP
March 2004 - October 2007 · 3 yrs 7 mos
Quellos Brokerage Services, LLCBroker
January 2004 - October 2005 · 1 yr 9 mos
Goldman, Sachs & CO.Broker
May 1997 - February 2004 · 6 yrs 9 mos
Lord Abbett Distributor LLCBroker
November 1996 - April 1997 · 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.