Robert B. Smith

THE BURNEY COMPANY

Reston, VA 20191

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CRD#: 7795381

Professional summary

Robert Boston Smith, who also goes by Boston Smith, Robert B Smith, is a registered financial advisor currently at THE BURNEY COMPANY located in Reston, Virginia.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Robert has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Boston Smith | Robert B 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Boston 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

November 11, 2025 - Present

THE BURNEY COMPANY

Office #1: 1800 Alexander Bell Drive Suite 510, Reston, VA 20191

RIA

CRD#: 106945

Reston, VA

Past

December 8, 2023 - November 10, 2025

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

BRENTWOOD, TN

Past

October 18, 2023 - November 10, 2025

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

BRENTWOOD, TN

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".

THE BURNEY COMPANY

BURNEY CO | THE BURNEY COMPANY | BURNEY COMPANY

CRD#: 106945 / SEC#: 801-10232

RIA

Registered Investment Advisory firm - (9/18/1974 Approved)

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

South Carolina
(11/11/2025)

IAR

Virginia
(11/11/2025)

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 66

Date: 12/8/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/18/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/16/2023

Securities Industry Essentials Examination

Current Firm

THE BURNEY COMPANY

BURNEY CO | THE BURNEY COMPANY | BURNEY COMPANY

CRD#: 106945 / SEC#: 801-10232

RIA

Registered Investment Advisory firm - (9/18/1974 Approved)

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Contact information

Main Address

1800 Alexander Bell Drive Suite 510, Reston, VA 20191

Mailing Address

Phone number

(866) 928-7639

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BURNEY COMPANY WEALTH MANAGEMENT ADV PART 2A (3/31/2025)

BURNEY COMPANY ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	4,389
AUM (Assets Under Management)	$ 3,136,984,434

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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Robert B. Smith

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Boston Smith's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE BURNEY COMPANY

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

THE BURNEY COMPANY

State Registrations and Notice Filings

Exams

Series 66

Date: 12/8/2023

Series 7TO

Date: 10/18/2023

SIE

Date: 6/16/2023

Current Firm

THE BURNEY COMPANY

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE BURNEY COMPANY

TRUST BUT VERIFY

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