Brenton L. Smith
Professional summary
Brenton Lohr Smith, who also goes by Brent Smith, Brenton L Smith, Brenton Lohr Smith, Brenton Smith, is a registered financial advisor currently at GIBERT WEALTH MANAGEMENT located in Chapel Hill, North Carolina.
Brenton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Brenton has worked at 12 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7 and Series 3 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brenton Lohr Smith's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 23, 2026 - Present
GIBERT WEALTH MANAGEMENT
May 19, 2023 - May 20, 2026
KESTRA ADVISORY SERVICES, LLC
May 10, 2023 - May 20, 2026
KESTRA INVESTMENT SERVICES, LLC
April 19, 2021 - May 2, 2022
UMERGENCE LLC
June 8, 2018 - April 23, 2019
BB&T SECURITIES, LLC
June 8, 2018 - April 23, 2019
BB&T SECURITIES, LLC
September 19, 2014 - March 2, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 28, 2014 - March 2, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 1, 2008 - July 28, 2011
J.P. MORGAN SECURITIES LLC
March 15, 2006 - October 1, 2008
J.P. MORGAN SECURITIES INC.
January 2, 2002 - April 15, 2004
BNP PARIBAS SECURITIES CORP.
March 27, 1996 - October 16, 2001
CREDIT SUISSE SECURITIES (USA) LLC
May 3, 1993 - May 9, 1994
BANC OF AMERICA SECURITIES LLC
June 19, 1992 - May 18, 1993
BANC OF AMERICA INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/23/2026)
Exams
Current Firm
GIBERT WEALTH MANAGEMENT
CRD#: 341458 / SEC#: 801-135845
Contact information
SEC notice filing (1 States and Territories)
Documents
Red Flags
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