DN
David Neil Smith
CRD 1357671
Certified Financial Planner
Chartered Financial Consultant
Firms
| Firm | Role | As of |
|---|---|---|
| Bridge Generations Wealth Management Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Forum Financial Management, Lp
Limited Partner · 5% – 10% · Dec 2024
-
Bridge Generations Wealth Management Llc
Managing Member And Cco · Less than 5% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗