SG
Scott Glenn Smith
CRD 2123979
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Planning Strategies, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Planning Strategies, Inc.
Cco · 25% – 50% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗