Michael Leviel Smith

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 11/2011 → 06/2018
  United Planners Financial Services
  Atlanta, GA
• 06/2018 → 07/2019
  Coliseum Wealth Management, Llc
  Atlanta, GA
• 07/2019 → 08/2024
  Rock Creek Wealth Planners And Advisors Llc
  St. Augustine, FL
• 08/2024 → Present
  Farther Finance Advisors
  St. Augustine, FL

Previous Registrations

• 2019-06-20 → 2021-11-17
  Rock Creek Wealth Planners And Advisors Llc
  Jackson, MS
  Silver Spring, MD
• 2018-10-18 → 2019-06-24
  Coliseum Wealth Management, Llc
  Atlanta, GA
  Rockville, MD
• 2011-02-11 → 2018-09-24
  United Planners' Financial Services Of America A Limited Partner
  Washington, DC
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Washington, DC
• 2009-09-09 → 2010-11-29
  Cambridge Investment Research Advisors, Inc.
  Atlanta, GA
• 2006-04-05 → 2009-09-03
  Mutual Service Corporation
  Atlanta, GA
• 2003-04-17 → 2004-01-05
  1717 Capital Management Company
  Atlanta, GA

Other Businesses

1. Name of other business: Davidson Realty (Broker) - Agent; Is business Investment related: No; Nature of other business: Real Estate; Your position: Agent; Start date of relationship: 10/2022; Approx. # of hours /month devote to other business: 5; Number of hours devoted to other business during securities trading hours: 0: Briefly describe duties: Helping buyers and sellers with single family residential homes. 2. Name of other business: Michael Smith Notary dba Mike The Notary; Is business Investment related: No; Nature of other business: General Notary, Loan Signing Services; Your position: Notary Public; Start date of relationship: 10/2020; Approx. # of hours /month devote to other business: 2; Number of hours devoted to other business during securities trading hours: 0: Briefly describe duties: Notarization and loan closing for individuals.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-22
• S66 Uniform Combined State Law Examination
  1998-10-21

Other Names

• Michael L Smith