Amy SmiedalaCRD Number: 7038418
Current Firm: D.a. Davidson & Company
Amy Smiedala (CRD# 7038418) is an Investment Advisor Representative working at D.a. Davidson & Company in Helena, MT and has over 3 years of experience in the finance industry.
Investment Management Group
D.a. Davidson & Company
D.a. Davidson & Company
|D.a. Davidson & Company||Helena, MT||Oct 2018 - Current||4|
|Florence Crittenton||Helena, MT||Jun 2013 - Nov 2018||5|
|Montana City School||Montana City, MT||Nov 2006 - Jun 2013||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
Total Assets Under Management27,233MILLIONS
Total Number of Accounts70,553ACCOUNTS
Average Account Value$385,992
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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