Miles F Smith
Investment Adviser Representative at Brookstone Wealth Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Miles F. Smith is an investment adviser representative with Brookstone Wealth Advisors, LLC in Alpharetta, GA, where they have been registered since 2023. They have worked in the securities industry since 2023 and were previously registered with Citigroup Global Markets Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Alabama and Georgia.
Registrations & licenses
- Investment adviser:
- Alabama, Georgia
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.
- CitigroupJun 2022 – Apr 2023New York, NY
- Morgan StanleyMay 2021 – Jun 2022New York, NY
- Trimont Real Estate AdivsorsFeb 2020 – May 2021Dallas, TX
- Pure InsuranceJun 2019 – Feb 2020Alpharetta, GA
- Dartmouth CollegeJun 2015 – Jun 2019Hanover, NH
- Brookstone Wealth AdvisorsJun 2023 – no end date reportedWheaton, IL
- Hoffman Financial GroupJun 2023 – no end date reportedAlpharetta, GA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Brookstone Wealth Advisors, 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
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Miles F 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.
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