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Advisors / South Carolina / Greenville
5yrs

Seth Smith

Financial advisor at Bankers Life Advisory Services

Seth Smith has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Greenville, South Carolina. After less than a year at Strategic Advisers and two years at Fidelity Personal and Workplace Advisors, Seth joined Bankers Life Advisory Services in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets.

One of 749 advisors with offices in Greenville, and one of 712 fiduciaries.

Greenville, SC 29615Fiduciary advisor

At a glance

Experience5 years (since 2022)
How that compares ?5 years in the industry
Office10 Patewood Drive Suite 450, Greenville, SC 29615
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$172,460
Advisors at the firm533
States licensed ?1 state

Services through Bankers Life Advisory Services

Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops

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 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Jun 2026 – now
  2. Mar 2025 – Jul 2025
  3. Jul 2023 – Mar 2025
    Fidelity Personal and Workplace AdvisorsPreviously

Questions to ask Seth

Tailored to Seth’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Seth

How do I contact Seth?

Call Bankers Life Advisory Services at (844) 553-9083 and ask for Seth Smith. Seth works from the Greenville, SC office.

How long has Seth been a financial advisor?

Seth has been in the industry since 2022, about 5 years. 5 years in the industry.

What licenses does Seth hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Seth a fiduciary?

Seth is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Seth paid?

Bankers Life Advisory Services reports being paid by a percentage of the assets they manage, other fees. Ask Seth 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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