Brendan K. Temple-smith

EURO PACIFIC ASSET MANAGEMENT

Dorado, PR 00646

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CRD#: 7926874

Professional summary

Brendan Kenneth Temple-smith, who also goes by Brendan Temple-smith, is a registered financial advisor currently at EURO PACIFIC ASSET MANAGEMENT, LLC located in Dorado, .

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

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brendan Temple-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.

I am a direct of a family company called Temple-Smith Pty Ltd. This is not an investment-related business. It is located in Australia. I serve as a trustee to the family's unit trust that holds some family real estate assets. The number of hours devoted to this function is less than 1 per week and only limited as need basis. I deal with accountant for the administration of the trust. My start date was January 2023. The address of the business is 8 Williamson Ave, Seven Hills NSW 2147.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brendan Kenneth Temple-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

July 24, 2024 - Present

EURO PACIFIC ASSET MANAGEMENT, LLC

Office #1: Lots 81-82, Street C Suite 206, Dorado, PR 00646

RIA

CRD#: 152922

Dorado, PR

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".

EURO PACIFIC ASSET MANAGEMENT, LLC

CRD#: 152922 / SEC#: 801-71199

RIA

Registered Investment Advisory firm - (3/29/2010 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

Puerto Rico
(7/24/2024)

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: 7/24/2024

Uniform Investment Adviser Law Examination

Current Firm

EURO PACIFIC ASSET MANAGEMENT, LLC

CRD#: 152922 / SEC#: 801-71199

RIA

Registered Investment Advisory firm - (3/29/2010 Approved)

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Contact information

Main Address

Lots 81-82, Street C Suite 206, Dorado, PR 00646

Mailing Address

Phone number

+1 (866) 878-2881

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EURO PACIFIC ASSET MANAGEMENT, LLC FORM ADV PART 2A - APPENDIX 1 WRAP FEE PROGRAM BROCHURE (3/28/2025)

EURO PACIFIC ASSET MANAGEMENT, LLC FORM ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	3,790
AUM (Assets Under Management)	$ 1,360,447,698

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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Brendan K. Temple-smith

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brendan Kenneth Temple-smith's CRS (Customer Relationship Summary).

Certified licenses

Experience

EURO PACIFIC ASSET MANAGEMENT, LLC

Primary Firm SEC Registration

EURO PACIFIC ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/24/2024

Current Firm

EURO PACIFIC ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EURO PACIFIC ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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