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Michael Henry Smith

Legacybridge Wealth Management, LLC

Savannah, GA

CRD 5687683

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Employer firm

Legacybridge Wealth Management, LLC CRD 332997

$3.51M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Legacybridge Wealth Management, Llc

7393 Hodgson Memorial Dr Suite 202, Savannah, GA 31406 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-01-02
GA RA APPROVED 2024-10-30
  • VA RA
    APPROVED
    Since 2025-01-02
  • GA RA
    APPROVED
    Since 2024-10-30

Branch Locations

7393 Hodgson Memorial Dr Suite 202, Savannah, GA 31406 • 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
Smith Barid, Llc Savannah GA 11/2006 Present
Legacybridge Wealth Management, Llc Savannah GA 09/2024 Present
Other Businesses

a co-owner and lawyer of Smith Barid, LLC. owner and a licensed insurance agent with LegacyBridge Solutions

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-18
  • S65 Uniform Investment Adviser Law Examination
    2024-10-18

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
VALIC FINANCIAL ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK

Nearby Investors

SETH KOVENSKY
JOSEPHINE ALICE CRAKE
RICHARD KELLY LANE

Nearby Offices

LPL FINANCIAL LLC · SAVANNAH, GA
VALIC FINANCIAL ADVISORS, INC. · SAVANNAH, GA
COMMONWEALTH FINANCIAL NETWORK · Savannah, GA

More in Savannah, GA

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