Garrett Smoke
Garrett Smoke is a registered investment advisor at B. Riley Wealth Advisors, INC., based in Orlando, FL, with 28 years of industry experience. Garrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 17,372 clients with $7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
B. Riley Wealth Advisors offers investment management through various programs. The Advisor-as-Portfolio Manager (APM) program allows your advisor to manage your account, potentially using outside managers. You'll pay an annual fee based on the value of your portfolio, which is negotiable up to a maximum. Transaction fees may be included or billed separately.
Third-Party Managed Programs are also available, utilizing the Envestnet platform. These programs also charge an annual fee based on the value of your portfolio, not exceeding 2.75%, which is negotiable. These programs may also be wrap fee programs.
Other third-party managed programs are available through Brinker, SEI, and AssetMark, with minimums starting at $500,000 for Brinker.
Location
Orlando, FL
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Regulatory History (1)
Customer Dispute
December 2003Other Business ActivitiesSells Insurance
Garrett sells and supports health and supplemental insurance for individuals and small businesses, dedicating a few hours per week. He also invests in real estate, purchasing and reselling land, condos, and homes, which takes about 10-20% of his time.
Employment History
Current Registrations
B. Riley Wealth Advisors, INC.
B. Riley Wealth Management
B. Riley Wealth ManagementBroker
Previous Registrations
B Riley Wealth Management
Capital Securities of America, INC.
Capital Securities of America, INC.Broker
Wachovia Securities Financial Network, LLC
Wachovia Securities Financial Network, LLCBroker
Jwgenesis Financial Group, INCBroker
Chatfield Dean & CO., INC.Broker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.