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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

Marissa Emily Smith

Advisor at PORTSIDE WEALTH GROUP, LLC

PROVO, UT | Provo, UT

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Search this name across graphsid dfx:ria:99c7d95c-0737-9cc8-bef8-20fbc6b0b66f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Jan 4, 2022 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PORTSIDE WEALTH GROUP, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Dec 10, 2021
First registration: Jan 4, 2022
Dual registered: yes, broker-dealer
Other names: Marissa Emily Robinson|Marissa E Webb|Marissa Emily Webb
IAPD individual key: 7423251

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PORTSIDE WEALTH GROUP, LLC	Independent wealth	Sep 11, 2024	n/a	yes	PROVO, UT\|Provo, UT	Current employment
STONEBRIAR WEALTH, LLC	Independent wealth	Feb 20, 2024	Aug 2, 2024	no	LEHI, UT	Previous registration
KINETIC INVESTMENT MANAGEMENT, INC.	Independent wealth	Mar 21, 2023	Feb 5, 2024	no	LOS ANGELES, CA\|Provo, UT	Previous registration
FIRST COMMAND ADVISORY SERVICES	Bd affiliated wealth	Jan 4, 2022	Mar 9, 2023	no	Enterprise, AL\|FORT WORTH, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STONEBRIAR WEALTH, LLC	PORTSIDE WEALTH GROUP, LLC	Aug 2, 2024	Sep 11, 2024	40	Firm change	RIA to RIA
KINETIC INVESTMENT MANAGEMENT, INC.	STONEBRIAR WEALTH, LLC	Feb 5, 2024	Feb 20, 2024	15	Firm change	RIA to RIA
FIRST COMMAND ADVISORY SERVICES	KINETIC INVESTMENT MANAGEMENT, INC.	Mar 9, 2023	Mar 21, 2023	12	Firm change	Ibd to RIA

Relationships

Registered with (4)

→ PORTSIDE WEALTH GROUP, LLCRegistered adviserregistration: current employment
Sep 11, 2024 to presentfactForm ADV
→ STONEBRIAR WEALTH, LLCRegistered adviserregistration: previous registration
Feb 20, 2024 to Aug 2, 2024factForm ADV
→ KINETIC INVESTMENT MANAGEMENT, INC.Registered adviserregistration: previous registration
Mar 21, 2023 to Feb 5, 2024factForm ADV
→ FIRST COMMAND ADVISORY SERVICESRegistered adviserregistration: previous registration
Jan 4, 2022 to Mar 9, 2023factForm ADV

Dated events

Occurred
Aug 2, 2024
Advisor changed firm
Marissa Emily Smith left Stonebriar Wealth, Llc for Portside Wealth Group, Llc (registered 2024-09-11)
Form ADVobserved 5 days ago
Occurred
Feb 5, 2024
Advisor changed firm
Marissa Emily Smith left Kinetic Investment Management, Inc. for Stonebriar Wealth, Llc (registered 2024-02-20)
Form ADVobserved 5 days ago
Occurred
Mar 9, 2023
Advisor changed firm
Marissa Emily Smith left First Command Advisory Services for Kinetic Investment Management, Inc. (registered 2023-03-21)
Form ADVobserved 5 days ago