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Garrett Smith

Investment Adviser Representative at Sagespring Wealth Partners

Franklin, TNCRD #7527233Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Garrett Smith is an investment adviser representative with Sagespring Wealth Partners in Franklin, TN, where they have been registered since 2023. They have worked in the securities industry since 2022 and were previously registered with Raymond James Financial Services Advisors, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Tennessee and Texas.

Office

701 Cool Springs Blvd, Suite 500
Franklin, TN 37067

Advisors at this office: 66

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Tennessee, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/27/2023
Series 7
General Securities Representative Examination
Passed 12/22/2022
SIE
Securities Industry Essentials Examination
Passed 8/30/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Sagespring Wealth PartnersCurrent
3/15/2023 – Franklin, TN
Raymond James Financial Services Advisors, Inc
3/7/2023 – 3/13/2023Franklin, TN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Raymond James Financial Services, Inc.
    Mar 2022 – Dec 2024Franklin, TN
  2. Cintas
    Sep 2021 – Mar 2022Nashville, TN
  3. Verizon
    Aug 2019 – Sep 2021Nashville, TN
  4. Canoe Music City
    May 2015 – Aug 2019Kingston Springs, TN
  5. SageSpring Wealth Partners LLC
    Mar 2022 – no end date reportedFranklin, TN
  6. Raymond James Financial Services Advisors, Inc
    Mar 2023 – Mar 2023Franklin, TN

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Sagespring Wealth Partners

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsInsurance CompaniesCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
126
Offices listed on AdvisorFinder:
10
Main office:
Franklin, TN
SEC file number:
801-107971

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 1, 2026

View full firm profile

Other advisors at Sagespring Wealth Partners

Showing 12 of 126 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Garrett Smith has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Garrett Smith (Sagespring Wealth Partners) - Advisor Profile