Marissa Emily Smith
Investment Adviser Representative at Portside Wealth Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Marissa Emily Smith is an investment adviser representative with Portside Wealth Group, LLC in Provo, UT, where they have been registered since 2024. They have worked in the securities industry since 2021 and have been registered with 4 firms, including Stonebriar Wealth, LLC and Kinetic Investment Management, 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 Texas and Utah.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas, Utah
- Broker:
1 state or territory
Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Sycamore StingraysMar 2013 – Aug 2017Danville, CA
- 680 Water Polo AssociationMar 2013 – Aug 2017Danville, CA
- UnemployedAug 2017 – Jun 2018Princeton, NJ
- Rebecca & George McDonaldJun 2018 – Aug 2018Danville, CA
- UnemployedAug 2018 – Aug 2019Princeton, NJ
- Princeton School of Public & International AffairsAug 2019 – Mar 2020Princeton, NJ
- Princeton UniversityOct 2019 – Mar 2020Princeton, NJ
- Princeton UniversityAug 2019 – May 2021Princeton, NJ
- Reinvent Stockton FoundationJun 2020 – Aug 2020Stockton, CA
- Princeton Alumni WeeklyAug 2020 – May 2021Princeton, NJ
- UnemployedMay 2021 – Aug 2021Fort Rucker, AL
- Lyla June co.Jul 2020 – no end date reportedMapleton, UT
- First CommandAug 2021 – Mar 2023Fort Worth, TX
- First Command Brokerage Services, Inc.Jan 2022 – Feb 2023Fort Worth, TX
- First Command Advisory Services, Inc.Jan 2022 – Feb 2023Fort Worth, TX
- First Command Insurance Services, IncJan 2022 – Feb 2023Fort Worth, TX
- Kinetic Investment Management, Inc.Mar 2023 – May 2024Los Angeles, CA
- UnemployedMay 2021 – Jul 2021Mapleton, UT
- Sycamore StringraysMar 2013 – Aug 2017Danville, CA
- Stonebriar Wealth, LLCJan 2024 – Jun 2024Provo, UT
- Portside Wealth GroupSep 2024 – no end date reportedProvo, UT
- Hudson Oaks Wealth ManagementSep 2024 – no end date reportedProvo, UT
- Concorde Investment Services, LLCSep 2024 – no end date reportedAnn Arbor, MI
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Portside Wealth Group, LLC
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
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 55
- Offices listed on AdvisorFinder:
- 22
- Main office:
- Provo, UT
- SEC file number:
- 801-127529
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 19, 2026
View full firm profileOther advisors at Portside Wealth Group, LLC
Showing 12 of 55 in the directory
Similar advisors in Provo, UT
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Marissa Emily 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.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched