Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
22yrs
Michael Smith is a fiduciary financial advisor in Boca Raton, Florida, with 22 years in the industry. Michael joined Valic Financial Advisors in 2016, after a year at HSBC Securities (usa) and two years at Seelaus Asset Management. Valic Financial Advisors offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1651 advisors with offices in Boca Raton, and one of 1499 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 69% of advisors at Valic Financial Advisors
Office1800 North Military Trail Suite 340, Boca Raton, FL 33431
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$99,681
Advisors at the firm1,254
States licensed ?1 state
Services through Valic Financial Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowValic Financial Advisors, Inc.Current firm
- Apr 2015 – Mar 2016HSBC Securities (usa) Inc.Previously
- 2010 – 2013Seelaus Asset Management, LLCPreviously
- 2008 – 2010Chase Investment Services Corp.Previously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Valic Financial Advisors at 866-544-4968 and ask for Michael Smith. Michael works from the Boca Raton, FL office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2004, about 22 years. More experience than 69% of advisors at Valic Financial Advisors.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Valic Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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