Advisor at Elevation Point Wealth Partners, LLC
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Firm
Elevation Point Wealth Partners, LLC
Location
Palm Beach Gardens, FL 33410
Credentials
Series 63, Series 65
Industry experience
32 years
Bradford Smithy is a financial advisor with Elevation Point Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has held multiple roles at UBS Financial Services Inc. from 2013 to 2024. Smithy serves on the boards of the Place Of Hope Planned Giving Council and The Hope Florida Foundation, both nonprofit organizations focused on supporting families and children in Florida. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory and financial planning services to individual investors, retirement plans, and other entities. The firm employs tactical, model-based asset allocation across risk-targeted portfolios and operates multiple managed programs, serving clients through a multi-advisor platform.
Based on Elevation Point Wealth Partners, LLC
Based on Elevation Point Wealth Partners, LLC
Based on Elevation Point Wealth Partners, LLC
$500 to over $100,000 on a project basis
$65-$500 per hour
Account minimum: $100,000
3801 Pga Blvd Suite 1000
Palm Beach Gardens, FL 33410
Florida
Elevation Point Wealth Partners, LLC
2024 - Present (2 years)
UBS Financial services inc
2024 - 2024 (1 year)
UBS Financial services inc
2020 - 2023 (3 years)
UBS Financial services inc
2016 - 2019 (3 years)
UBS Financial services inc
2013 - 2016 (3 years)
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Real estate agent
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Other specialized services
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