Michael H. Smith

LEGACYBRIDGE WEALTH MANAGEMENT

SAVANNAH, GA 31406

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CRD#: 5687683

Professional summary

Michael Henry Smith is a registered financial advisor currently at LEGACYBRIDGE WEALTH MANAGEMENT, LLC located in Savannah, Georgia.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Michael has worked at 1 firm and has passed the Series 65 exam.

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.

a co-owner and lawyer of Smith Barid, LLC. owner and a licensed insurance agent with LegacyBridge Solutions

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Henry Smith's 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

October 30, 2024 - Present

LEGACYBRIDGE WEALTH MANAGEMENT, LLC

Office #1: 7393 Hodgson Memorial Dr Suite 202, Savannah, GA 31406

RIA

CRD#: 332997

SAVANNAH, GA

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
(10/30/2024)

IAR

South Carolina
(6/18/2025)

IAR

Virginia
(1/2/2025)

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 65

Date: 10/18/2024

Uniform Investment Adviser Law Examination

Current Firm

LEGACYBRIDGE WEALTH MANAGEMENT, LLC

LEGACYBRIDGE WEALTH MANAGEMENT, LLC | MICHAEL SMITH, LLC

CRD#: 332997 / SEC#:

Georgia

Registered Investment Advisory firm - (10/30/2024 Approved)

South Carolina

Registered Investment Advisory firm - (6/18/2025 Approved)

Virginia

Registered Investment Advisory firm - (1/2/2025 Approved)

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Contact information

Main Address

7393 Hodgson Memorial Dr Suite 202, Savannah, GA 31406

Mailing Address

Phone number

(912) 600-2022

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Michael H. Smith

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Henry Smith's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEGACYBRIDGE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/18/2024

Current Firm

LEGACYBRIDGE WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

LEGACYBRIDGE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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