Gregory Eldin Smith

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 09/1999 → 10/2019
  Bb&T Wealth
  Charleston, WV
• 12/2019 → 09/2020
  Northwestern Mutual
  Charleston, WV
• 09/2020 → 07/2021
  N3 Results
  South Charleston, WV
• 09/2021 → Present
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2022-07-08 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  St Louis, MO
  Charleston, WV

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-05