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Scottie Smith

U.S. Bancorp Advisors, LLC
13 Years of Experience
Brentwood, TN
1 DisclosureBroker
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Scottie Smith is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Brentwood, TN, with 13 years of industry experience. Scottie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 3,343 clients with $1.8B in assets under management.

U.S. Bancorp Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1158 advisors
IM Fee
Planning only
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
  • Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
One-Time Plan:$0
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Location

289 Franklin Rd, Brentwood, TN, 37027

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History

Regulatory History (1)
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Regulatory
January 2016
Final
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Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 8 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 8 mos
Previous Registrations
U.S. Bancorp Investments, INC.
September 2022 - February 2026 · 3 yrs 5 mos
U.S. Bancorp Investments, INC.Broker
September 2022 - February 2026 · 3 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2016 - September 2022 · 5 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2016 - September 2022 · 5 yrs 10 mos
Securian Financial Services, INC.
February 2016 - November 2016 · 9 mos
Securian Financial Services, INC.Broker
January 2016 - November 2016 · 10 mos
Sagepoint Financial, INC.Broker
June 2015 - November 2015 · 5 mos
PFS Investments INC.Broker
September 2014 - June 2015 · 9 mos
Wells Fargo Advisors, LLCBroker
March 2008 - January 2010 · 1 yr 10 mos
State Registrations10 states
ALCACOFLGAKYNCORSCTN
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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