Morgan Stanley
46yrs
Top advisor by experience in Charleston
4yrs
Gregory Smith has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Charleston, West Virginia. After two years at Buckingham Strategic Wealth, Gregory joined Focus Partners Wealth in 2024, a firm offering financial planning, investment management, and private fund management. Focus Partners Wealth reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 151 advisors with offices in Charleston, and one of 141 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office101 Washington Street East Suite 120, Charleston, WV 25301
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
Typical client at the firm ?$2.56 million
Advisors at the firm1,037
States licensed ?1 state
Services through Focus Partners Wealth
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther 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.
Series 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowFocus Partners Wealth, LLCCurrent firm
- 2022 – 2024Buckingham Strategic Wealth, LLCPreviously
Contact Gregory
Local office(304) 205-9577Ask for Gregory. (314) 725-0455Main office · St. Louis, MO 101 Washington Street East Suite 120Charleston, WV 25301Office · Get directions Firm websitefocuspartners.com
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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?
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Gregory’s local office at (304) 205-9577 or the Focus Partners Wealth main office at (314) 725-0455, and ask for Gregory Smith.
How long has Gregory been a financial advisor?
Gregory has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Gregory hold?
Series 65. 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?
Focus Partners Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, 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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