Adam Smith is a registered investment advisor, based in Alpharetta, GA, with 10 years of industry experience.
Location
2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adam is an Investment Advisor Representative (IAR) with Merit Financial Group d/b/a Merit Financial Advisors, dedicating full-time hours to this role. His activities primarily involve administrative tasks.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
LPL Financial LLCBroker
Asteria Wealth LLC
Kalos Management
Kalos Capital, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.