Daniel Smith, financial advisor Chesapeake VA
93 score

Daniel Smith

CRD Number: 5981326
Current Firm: Royal Wealth Management

Daniel Smith (CRD# 5981326) is an Investment Advisor Representative working at Royal Wealth Management in Chesapeake, VA and has over 5 years of experience in the finance industry.

Similar Advisors
Oscar Alvarez, financial advisor Chesapeake VA
Oscar N. Alvarez
CRD# 2396863
Pathway Financial Planning, Inc.
Similar Advisors
Jonathan Muhlendorf, financial advisor Chesapeake VA
Jonathan S. Muhlendorf
CRD# 3231124
Lincoln Financial Advisors Corporation
Similar Advisors
Wayne Berry, financial advisor Chesapeake VA
Wayne C. Berry
CRD# 1710978
Virginia Capital Management Group Inc.
Company Name Location Dates Years
Ace Capital Chesapeake, VA Feb 2015 - Current 3
Navigon Financial Group, Inc. Virginia Beach, VA Dec 2013 - Jan 2015 1
Penn Mutual Life Insurance Company Horsham, PA May 2013 - Jan 2015 1
Hornor, Townsend & Kent, Inc. Horsham, PA May 2013 - Jan 2015 1
Mccormick & Schmick's Virginia Beach, VA Dec 2007 - May 2013 5
Various Insurance Carriers For W&r Insurance Agencies Virginia Beach, VA Nov 2011 - Nov 2012 1
Waddell & Reed, Inc. Virginia Beach, VA Sep 2011 - Nov 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Daniel M. Smith
Phone Number: 800-790-6882
Registered State(s):
  • VA
Current Firm Details
Royal Wealth Management
Firm's CRD Number: 147636
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Daniel Smith and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.