Todd Austin Smith

Employer firm

Silicon Valley Wealth Management Solutions, Inc. CRD 159702

$50.9M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → Present
  Silicon Valley Wealth Management Solutions, Inc.
  San Jose, CA

Previous Registrations

• 2012-01-06 → 2017-12-31
  Silicon Valley Wealth Management Solutions, Inc.
  San Jose, CA
• 2007-04-19 → 2012-02-10
  Asset Strategies & Management, Inc.
  Campbell, CA
• 2005-01-06 → 2007-04-19
  Eplanning Advisors Inc
  Campbell, CA
• 2002-03-05 → 2005-01-26
  Avantax Advisory Services
  San Jose, CA

Other Businesses

No name I am an insurance agent. Yes the business is investment related Same as my business 6050 Hellyer ave suite 150 SJ CA 95138 Insurance sales Agent 4 hours a month 4 hours a month Look for Life insurance and Health insurance for my clients also look at Annuitites.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-09-04
• S63 Uniform Securities Agent State Law Examination
  1996-08-23