Beverley Smith Bouchard

Financial advisor at Osaic Wealth, Inc. · Tampa, FL

Last updated 2026-10-10

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Beverley Smith Bouchard is a financial advisor at Osaic Wealth, Inc. in Tampa, FL, CRD 2957671. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2010-09-01.

Registration

CRD number
2957671
Registration status
Active
IAPD registration
2010-09-01
Industry Experience
16 years
Work Experience
13 years
States registered
FL

Licenses and exams

  • Series 63
  • Series 66

Work history

  • 2013-06 to 2018-11 · Jhfn Sii · Tampa, FL
  • 2018-11 to Present · Royal Alliance Associates, Inc. · Tampa, FL

Current employment

SEC IAPD record for Beverley Smith Bouchard

Osaic Wealth, Inc.

Regulatory AUM
$234,858,518,740
Registered advisors
8,060
Offices
4,720
Clients per advisor
71.4 (Moderate)
Average AUM per client
$408.1K (Low)
High-net-worth client ratio
9.6% (Low)

Osaic Wealth, Inc.: advisors, services and reported ETF investments

About

Beverley Smith Bouchard is a financial advisor at Osaic Wealth, Inc. in Tampa, FL. Reported securities licenses include Series 63 and Series 66. The latest record indicates 16 years of industry experience and 13 years of reported work history. Reported roles include Royal Alliance Associates, Inc., Jhfn Sii.

SEC disclosures list additional business and community activities: 1: Winnie smith living trust position: successor trustee nature: successor co-trustee winnie smith, trustee (current) investment related: yes number of hours: 1 securities trading hours: 0 start date: 04/14/2016 description: no active duties at this time 4.

Osaic Wealth, Inc.'s firm-level Form ADV reports 8,060 advisors across 4,720 offices; approximately 71.4 clients per advisor, average assets per client of $408,086, and regulatory AUM of $234.9B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by Osaic Wealth, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or GP of Pooled Investment Vehicl

Location

1511 N. Westshore Blvd., Tampa, FL 33607

13 advisors at this office.

Osaic Wealth office in Tampa, FL

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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