Smith Bruer Advisors, LLC
d/b/a: Smith Bruer
Important Disclosure Information
Smith Bruer Advisors, LLC (the “Company”), d/b/a Smith Bruer, is a registered investment adviser with the Securities and Exchange Commission. Registration does not constitute an endorsement of the firm by the Securities and Exchange Commission, nor does it indicate a particular level of skill or ability. Company and its representatives are in compliance with the current filing requirements imposed upon Securities and Exchange Commission registered investment advisers by those states in which Company maintains clients. Company may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
Investments involve varying degrees of risk, including loss of principal and fluctuating value, and any performance information must be considered in conjunction with applicable disclosures. There is no assurance or guarantee that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Company) will be profitable or equal any historical performance level(s).
Website & Social Media Access Disclaimer
Company’s website and presence on social media platforms (e.g., LinkedIn, YouTube, X, Facebook, etc.) are limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Company’s website and posts on social media platforms on the Internet should not be construed by any client, consumer, or prospective client as Company’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Company with a client, consumer, or prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the client, consumer, or prospective client resides. For information pertaining to the registration status of Company, please contact the Securities and Exchange Commission or state securities regulator(s) for those state(s) in which Company maintains a notice filing. A copy of Company’s current written disclosure statement discussing Company’s business operations, services, and fees is available from Company upon written request. Neither Smith Bruer nor any of its employees, officers, directors, agents or affiliates makes any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared and/or managed by Company presented on this website, social media platforms, and any unaffiliated third party, whether linked to Company website, or social media pages, or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only, is subject to change without notice, and all users thereof should be guided accordingly.
As a condition of accessing the Company’s website or social media pages, each user agrees to release and hold harmless the Company and its officers, directors, owners, employees, and agents from any adverse consequences, claims, or liabilities arising from the user’s actions or any errors or omissions in the content.
Certain portions of Company’s website (i.e., newsletters, articles, videos, commentaries, blogs, etc.) and social media posts may contain a discussion of, and/or provide access to, Company (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client, consumer, or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Company, or from any other investment professional. Company is neither an attorney nor an accountant, and no portion of its website and social media content should be interpreted as legal, accounting, or tax advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.
Email Correspondence Disclaimer
As a condition of receiving or opening any email correspondence from the Company, including attachments (collectively, the “Message”), the recipient agrees to release and hold harmless the Company and its officers, directors, owners, employees, and agents from any adverse consequences, claims, or liabilities arising from the recipient’s actions or any errors or omissions in the content. The Message is provided for informational purposes only. It does not constitute an offer, solicitation, or recommendation to buy or sell any securities or financial instruments, nor does it constitute investment advice in any jurisdiction where the sender is not licensed or authorized to provide it. Instructions to transact securities over electronic mail are not accepted, and therefore, Smith Bruer reserves the right to reject such instructions at its sole discretion.
Rankings and Reviews Disclaimer
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client, consumer, or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines and others generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.
Reviews appearing on third-party platforms (e.g., Google Reviews, Apple Business, Reddit, etc.) may be submitted by current clients. Clients were not compensated for providing reviews. Reviews may not be representative of the experiences of all clients, and individual results and experiences may vary. Reviews are not a guarantee of future performance, investment results, or outcomes of similar services.
Use of CERTIFIED FINANCIAL PLANNER™ Designation
Certified Financial Planner Board of Standards, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Company Information
You may request a copy of Smith Bruer’s Form ADV 2A brochure at any time. Our disclosure document provides important information on services, fees, investment methodology, conflicts of interest, and related information. You may call us at (850) 877-0803 or send your written request to Smith Bruer, 1700 Summit Lake Drive Suite 102, Tallahassee, FL 32317. To obtain a copy of Smith Bruer’s Form ADV Part 2A Brochure directly from the Securities and Exchange Commission’s Investment Adviser Public Disclosure website, visit https://adviserinfo.sec.gov, or go to https://adviserinfo.sec.gov/firm/summary/284508.
Smith Bruer®, Smith Bruer Advisors®, and Smith Bruer United® are registered trademarks of Smith Bruer Advisors, LLC.
Smith Bruer Advisors, LLC, d/b/a Smith Bruer, is a registered investment adviser with the Securities and Exchange Commission.
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