Casey T. Smith

WISER WEALTH MANAGEMENT,

Marietta, GA 30060

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CRD#: 4141592

Professional summary

Casey Tyler Smith is a registered financial advisor currently at WISER WEALTH MANAGEMENT, INC located in Marietta, Georgia.

Casey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Casey has worked at 2 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Casey Tyler Smith's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 3, 2008 - Present

WISER WEALTH MANAGEMENT, INC

Office #1: 125 Church St Suite 220, Marietta, GA 30060

RIA

CRD#: 125282

Marietta, GA

Past

May 19, 2000 - June 4, 2001

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WISER WEALTH MANAGEMENT, INC

CT SMITH FINANCIAL SERVICES, INC | WISER WEALTH MANAGEMENT, INC | WISER FINANCIAL SERVICES

CRD#: 125282 / SEC#: 801-120669

RIA

Registered Investment Advisory firm - (3/31/2021 Approved)

Florida

Registered Investment Advisory firm - (5/6/2021 Terminated)

Georgia

Registered Investment Advisory firm - (6/30/2021 Terminated)

Texas

Registered Investment Advisory firm - (5/6/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(1/3/2008)

IAR

Texas
(8/20/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/19/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/18/2000

General Securities Representative Examination

Current Firm

WISER WEALTH MANAGEMENT, INC

CT SMITH FINANCIAL SERVICES, INC | WISER WEALTH MANAGEMENT, INC | WISER FINANCIAL SERVICES

CRD#: 125282 / SEC#: 801-120669

RIA

Registered Investment Advisory firm - (3/31/2021 Approved)

Florida

Registered Investment Advisory firm - (5/6/2021 Terminated)

Georgia

Registered Investment Advisory firm - (6/30/2021 Terminated)

Texas

Registered Investment Advisory firm - (5/6/2021 Terminated)

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Contact information

Main Address

125 Church St Suite 220, Marietta, GA 30060

Mailing Address

Phone number

(678) 905-4450

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WISER WEALTH MANAGEMENT, INC APPENDIX I - FLIGHTPATH 03.04.2025 (3/17/2025)

WISER WEALTH MANAGEMENT, INC. ADV PART 2A 03.04.2025 (3/11/2025)

Regulatory assets under management

Total Number of Accounts	1,398
AUM (Assets Under Management)	$ 404,575,980

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/13/2025	Cover Page	Report
08/28/2024	Cover Page	Report
08/01/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Casey T. Smith

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Casey Tyler Smith's CRS (Customer Relationship Summary).

Certified licenses

Experience

WISER WEALTH MANAGEMENT, INC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

WISER WEALTH MANAGEMENT, INC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/19/2000

Series 7

Date: 5/18/2000

Current Firm

WISER WEALTH MANAGEMENT, INC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

WISER WEALTH MANAGEMENT, INC

TRUST BUT VERIFY

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