Logan T. Smith

HORIZON WEALTH

DENVER, CO 80246

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CRD#: 6219424

Professional summary

Logan Taylor Smith, CFP®, who also goes by Logan T Smith, is a registered financial advisor currently at HORIZON WEALTH located in Denver, Colorado and EMERSON EQUITY LLC located in San Mateo, California.

Logan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Logan has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Logan T Smith

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.

1). HORIZON WEALTH-INVESTMENT RELATED, 650 SOUTH CHERRY STREET, SUITE 825, DENVER, CO 80246, SEC REGISTERED INVESTMENT ADVISER, WEALTH ADVISOR, EMPLOYEE OF HORIZON WEALTH, PROVIDE INVESTMENT ADVICE TO INVESTMENT CLIENTS UNDER A FEE BASED STRUCTURE., 40 HRS A MONTH, 32.5 HRS WEEKLY DURING SECURITIES TRADING HOURS, 02/2025

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Logan Taylor 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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

January 7, 2025 - Present

HORIZON WEALTH

Office #1: 650 S. Cherry St. Ste 825, Denver, CO 80246

RIA

CRD#: 333752

DENVER, CO

Current

September 15, 2025 - Present

EMERSON EQUITY LLC

Office #1: 155 Bovet Road, Suite 725, San Mateo, CA 94402

RIA

CRD#: 130032

SAN MATEO, CA

Past

July 25, 2024 - October 16, 2024

ROOT FINANCIAL PARTNERS

RIA

CRD#: 290289

Castle Rock, CO

Past

April 8, 2021 - July 8, 2024

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Greenwood Village, CO

Past

April 8, 2021 - July 8, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

Scottsdale, AZ

Past

June 5, 2017 - April 6, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

GREENWOOD VILLAGE, CO

Past

June 5, 2017 - April 6, 2021

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

GREENWOOD VILLAGE, CO

Past

December 17, 2014 - January 23, 2017

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

LONE TREE, CO

Past

September 23, 2013 - January 23, 2017

CHARLES SCHWAB & CO., INC.

CRD#: 5393

LONE TREE, CO

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Colorado
(1/7/2025)

Colorado
(9/15/2025)

New York
(9/15/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/17/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/27/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/23/2013

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 1/24/2019

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 10/19/2018

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

Current Firm

HORIZON WEALTH

HORIZON WEALTH | VISION WEALTH | HW TAX STRATEGIES | HORIZON WEALTH INVESTMENT SOLUTIONS LLC

CRD#: 333752 / SEC#: 801-134662

Colorado

Registered Investment Advisory firm - (11/27/2024 Approved)

Missouri

Registered Investment Advisory firm - (1/7/2025 Approved)

Oregon

Registered Investment Advisory firm - (3/20/2025 Approved)

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Contact information

Main Address

650 S. Cherry St. Ste 825, Denver, CO 80246

Mailing Address

Phone number

(303) 777-7124

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A BROCHURE (9/30/2025)

WRAP BROCHURE (9/30/2025)

Regulatory assets under management

Total Number of Accounts	493
AUM (Assets Under Management)	$ 101,116,187

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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Advisor Monitoring

Firm Stability Insights

Logan T. Smith

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Logan Taylor Smith's CRS (Customer Relationship Summary).

Certified licenses

Experience

EMERSON EQUITY LLC

ROOT FINANCIAL PARTNERS

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/17/2014

Series 63

Date: 9/27/2013

SIE

Date: 10/1/2018

Series 7

Date: 9/23/2013

Series 10

Date: 1/24/2019

Series 9

Date: 10/19/2018

FINRA

Current Firm

HORIZON WEALTH

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HORIZON WEALTH

TRUST BUT VERIFY

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