David Smith, financial advisor Saint Louis MO

David Smith

CRD Number: 4718057
Current Firm: Wealth Management

David Smith (CRD# 4718057) is an Investment Advisor Representative working at Wealth Management in Saint Louis, MO and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Smith Patrick LLC St. Louis, MO Aug 2019 - Current 4
Swink, Smith, Coplen & Company, P.c. Sunset Hills, MO Jan 2017 - Aug 2019 2
Blue Ocean Portfolios, LLC St. Louis, MO Jan 2016 - Jan 2018 2
Smith Patrick LLC St. Louis, MO Jul 2007 - Dec 2016 9
Smith Patrick Financial Advisors LLC Brentwood, MO Sep 2011 - Jan 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2003
S65 NASAA Investment Advisors Law Examination Feb 2011
Contact Info for David P. Smith
Phone Number: 402-371-1160
Firm Website: http://wealthfirm.info/
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    2,349
    MILLIONS
  • Total Number of Accounts
    3,334
    ACCOUNTS
  • Average Account Value
    $704,538
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, KS, KY, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OK, OR, PA, SC, SD, TN, TX, UT, WA, WI, WY

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