Advisor at U.S. Bancorp Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
U.S. Bancorp Advisors, LLC
Location
Brentwood, TN 37027
Credentials
Series 63, Series 66
Industry experience
13 years
Scottie Smith is a financial advisor with U.S. Bancorp Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Merrill, Bank of America, and several financial services firms. U.S. Bancorp Advisors, LLC provides investment advisory services through its Personal Portfolios Wrap Program to individuals, charitable organizations, businesses, and retirement accounts. The firm uses model strategies, separately managed accounts, and technology platforms to implement client investment strategies, with a range of discretionary and non-discretionary management options.
Based on U.S. Bancorp Advisors, LLC
Based on U.S. Bancorp Advisors, LLC
Transaction-based charges or commissions may apply if implementing the financial plan through USBA brokerage services.
289 Franklin Rd
Brentwood, TN 37027
Tennessee
U.S. Bancorp Advisors, LLC
2026 - Present (1 year)
U.S. Bancorp Investments, Inc.
2022 - Present (4 years)
Merrill
2016 - 2022 (6 years)
BANK of AMERICA, N.A.
2016 - 2022 (6 years)
Securian Financial Services Inc
2016 - 2016 (1 year)
Wealth Management Group
2016 - 2016 (1 year)
Minnesota Life Insurance Co
2016 - 2016 (1 year)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Nashville, TN
Center Hill Wealth, LLC
Series 63, Series 65
Mount Juliet, TN
Roman Wealth Management, LLC
Series 66
Franklin, TN
Joel Busboom Financial, LLC
Series 66
Nashville, TN
Boulevard Money
CFP®, Series 66
Nashville, TN
Dirigo Private Wealth
CFP®, Series 63, Series 65
Franklin, TN
Quantitative Solutions, LLC
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