LPL Financial
47yrs
Top advisor by experience in Winter Park
18yrs
Gregory Smith
Full name on record: Gregory Michael Smith
Financial advisor at Raymond James Financial Services Advisors
Based in Winter Park, Florida, Gregory Smith is a fiduciary financial advisor with 18 years of industry experience. Gregory joined Raymond James Financial Services Advisors in 2018, after nine years at Edward Jones. Gregory holds the CFP® designation.
One of 496 advisors with offices in Winter Park, and one of 453 fiduciaries.
At a glance
Experience18 years (since 2009)
How that compares ?More experience than 55% of advisors in Florida
Office174 W. Comstock Ave Suite 104, Winter Park, FL 32789
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?1 state
Services through Raymond James Financial Services Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowRaymond James Financial Services Advisors, Inc.Current firm
- 2009 – 2018Edward JonesPreviously
Contact Gregory
174 W. Comstock Ave Suite 104Winter Park, FL 32789Office · Get directions Firm main line(727) 567-3020Headquarters: Raymond James Financial Services Advisors · Saint Petersburg, FL LinkedIn pageRaymond James Financial Services Advisors
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Questions to ask Gregory
Tailored to Gregory’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
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About Gregory
How do I contact Gregory?
Call Raymond James Financial Services Advisors at (727) 567-3020 and ask for Gregory Smith. Gregory works from the Winter Park, FL office.
How long has Gregory been a financial advisor?
Gregory has been in the industry since 2009, about 18 years. More experience than 55% of advisors in Florida.
What licenses does Gregory hold?
Series 66. Tap any license on this page to see what it allows.
Is Gregory a fiduciary?
Gregory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gregory paid?
Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Gregory 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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