Gregory Solomon Smith

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2000 → 08/2022
  Robert W. Baird & Co.
  Reston, VA
• 08/2022 → Present
  Raymond James & Associates, Inc.
  Reston, VA

Previous Registrations

• 2007-07-20 → 2022-09-27
  Robert W. Baird & Co. Incorporated
  Reston, VA
  Sentry Park, PA
• 2002-07-23 → 2007-08-02
  Ferris, Baker Watts, Llc
  Reston, VA
  Reston, VA

Other Businesses

(1)Name of Business: Address: Thomas and 64th Street, Scottsdale, AZ, 85257, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/06/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (2)Name of Business: Wise Investor Group, LLC Address: 1950 Opportunity Way Ste 950, Reston, VA, 20190-5486, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-03-17
• S63 Uniform Securities Agent State Law Examination
  1999-03-12

Designations

• Certified Financial Planner