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Chrisjon Michelle Smith

Advisor at TIAA-CREF — Ridgeway, SC

Updated today

Credentials

Series 63, Series 66

Experience

14 years

Location

Ridgeway, SC

TIAA-CREF logo

TIAA-CREF

Enterprise

Total advisors

1,682

Across 217 offices

Clients per advisor

43 Low

Avg AUM per client

$523,144 Typical

HNW client ratio

65% Very High

About

Chrisjon Smith is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm operates a fiduciary advisory model with both point-in-time financial planning and ongoing discretionary management, and acts as adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

Client services

Based on TIAA-CREF

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on TIAA-CREF

General estate planning guidance Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on TIAA-CREF

Educators, Teachers, and Academics Founder/Business Owner

Demographic focus

Based on TIAA-CREF

Approaching retirement Mid-Career Professionals

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Fee options

Percentage

$0 - $5,000: 0.30% annually (TIAA Personal Portfolio wrap fee) $5,001 - $25,000: No tier explicitly stated between $5K and $25K; see tiers below for higher levels $25,000+: Range from 1.15% to 0.40% annually (TIAA Portfolio Advisor wrap fee with brackets) No minimum - $1,000,000: 0.50% annually (Private Asset Management asset-based fee) $1,000,000+: From 0.90% to 0.40% annually for blended portfolio (Private Asset Management asset-based fee)

Other

Account minimum: $1,000,000

Location

See office

Ridgeway, SC

Ridgeway SC

Advisors at this office

1

Most active in

North Carolina · South Carolina

Work history

14 years of industry experience

Tiaa

2012 - Present • 14 years

Charlotte, NC

TIAA-CREF

2012 - Present • 14 years

Charlotte, NC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Todd H

ChFC®, Series 63, Series 65

Blythewood, SC

The Bridge Financial Advisors

Todd Henning is a financial advisor at The Bridge Financial Advisors with 13 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to his advisory role, he worked at BlueCross BlueShield for six years. The Bridge Financial Advisors provides investment advice and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm’s investment approach emphasizes diversification and fundamental analysis, managing both discretionary and non-discretionary accounts with a focus on mutual funds, ETFs, equities, fixed income, and options.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k)
user avatar

Scott S

Series 63, Series 65

Ridgeway, SC

&PARTNERS

Scott Spang is a financial advisor at &Partners with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he serves as president of the Plantation Pointe Homeowners Association in Ridgeway, SC. &Partners serves a diverse client base including individual and institutional investors such as retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing proprietary and third-party portfolio management strategies supported by fundamental, technical, and quantitative analysis.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive Retired Financial Professional
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Daylon L

Series 63, Series 65

Blythwood, SC

GWN Securities Inc.

Daylon Laws is a financial advisor with GWN Securities Inc. in Blythewood, SC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with GWN Securities since 2010. Outside of his advisory role, Laws serves as the treasurer for the Blythewood High School Education Foundation, managing scholarship funds and financial records on a volunteer basis. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies uncommon among similarly sized firms.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
user avatar

Adam R

Series 66

Blythwood, SC

GWN Securities Inc.

Adam Russell is a financial advisor with GWN Securities Inc., holding a Series 66 designation and six years of industry experience. He has worked at GWN Securities since 2019 and previously at The MIL Corporation. In addition to his financial advising career, he serves as a Cyber Operations Officer in the United States Air Force Reserve. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs, including SMA, UMA, and fund-strategist options, with a legacy of market-timing and momentum-based strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
user avatar

Shada J

Series 66

Blythewood, SC

Empower Advisory Group

Shada Jasper is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of experience in the industry. Prior to joining Empower Advisory Group, she worked at Operation HOPE for six years and held positions at BB&T (now Truist) and TD Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large participant base with a higher client-to-advisor ratio than many peers.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Stephen C

Series 63, Series 65

Lugoff, SC

Empower Advisory Group

Stephen Cooper is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and nine years of industry experience. He previously worked for Wells Fargo Clearing and Wells Fargo Bank over a ten-year span. Outside of finance, he serves as President of the Mallard Creek Crossing Homeowners Association in Charlotte, NC. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to selected retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and managed account solutions within plan lineups chosen by sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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