Smartx Advisory Solutions

Overview

Smartx Advisory Solutions is an SEC registered investment adviser based in West Palm Beach, FL, registered since 2018. It reports $27B in assets under management across 61 accounts, with 96 employees. It has 2 investment adviser representatives.

Reported AUM

$27B

Discretionary

100%

Accounts

61

Average account

$443M

Employees

96

Advisory reps

2

Registered since

2018

Jurisdictions

1

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Other Advisory Services
• Selection of Other Advisors

Client types

• Other Investment Advisors

Fee structure

Other Fees and Percentage of Assets

Executive officers 3 of 3

• Jonathan Seth Pincus Chief Executive Officer CRD 2843600
• Damon Bradley Joyner Chief Financial Officer CRD 2157176
• Louis Michael Milano Chief Compliance Officer CRD 842064

Advisory reps 2 of 2

• Louis Michael Milano Registered Rep · Investment Adviser Rep CRD 842064
• Alexander Ross Thompson Registered Rep · Investment Adviser Rep CRD 5741109

Location

Headquarters

105 S Narcissus Ave Ste 701
West Palm Beach, FL 33401

County

Palm Beach

Metro area

Miami-Fort Lauderdale-Pompano Beach, FL

Region

South

Registrations

• SEC registered
• Registered in 1 jurisdiction
• Website: smartxadvisorysolutions.com

Every state, with registration dates

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