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Quinton Robert Smith

Cwa Asset Management Group

Naples, FL

CRD 8215778

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Employer firm

Cwa Asset Management Group CRD 158940

$4.51B regulatory AUM 1,975 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Cwa Asset Management Group

9130 Galleria Court Third Floor, Naples, FL 34109 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-06
  • FL RA
    APPROVED
    Since 2026-05-06

Branch Locations

9130 Galleria Court Third Floor, Naples, FL 34109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cwa Asset Management Group Naples FL 09/2025 Present
Stevens Institute Of Technology Hoboken NJ 08/2021 08/2025
Dutch's At Silver Tree Oakland MD 05/2025 07/2025
Dutch's At Silver Tree Oakland MD 06/2024 07/2024
Spaulding Ridge Chicago IL 05/2023 07/2023
Honi-Honi Bar Oakland MD 05/2022 07/2022
Brentwood Distributing West Mifflin PA 05/2022 07/2022
Brentwood Distributing West Mifflin PA 05/2021 08/2021
Upper Saint Clair High School Upper St. Clair Township PA 09/2017 05/2019
Img Academy Bradenton FL 09/2019 05/2022
N/A Pittsburgh PA 01/2016 09/2017
N/A Pittsburgh PA 05/2019 09/2019
Unemployed Pittsburgh PA 08/2025 09/2025
  • 09/2025 → Present
    Naples, FL
  • 08/2021 → 08/2025
    Stevens Institute Of Technology
    Hoboken, NJ
  • 05/2025 → 07/2025
    Dutch's At Silver Tree
    Oakland, MD
  • 06/2024 → 07/2024
    Dutch's At Silver Tree
    Oakland, MD
  • 05/2023 → 07/2023
    Spaulding Ridge
    Chicago, IL
  • 05/2022 → 07/2022
    Honi-Honi Bar
    Oakland, MD
  • 05/2022 → 07/2022
    Brentwood Distributing
    West Mifflin, PA
  • 05/2021 → 08/2021
    Brentwood Distributing
    West Mifflin, PA
  • 09/2017 → 05/2019
    Upper Saint Clair High School
    Upper St. Clair Township, PA
  • 09/2019 → 05/2022
    Img Academy
    Bradenton, FL
  • 01/2016 → 09/2017
    N/A
    Pittsburgh, PA
  • 05/2019 → 09/2019
    N/A
    Pittsburgh, PA
  • 08/2025 → 09/2025
    Unemployed
    Pittsburgh, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-04
  • S65 Uniform Investment Adviser Law Examination
    2026-05-04

View on SEC IAPD

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