Daniel Goldsmith, financial advisor Saint Paul MN

Daniel Goldsmith

CRD Number: 5868458
Current Firm: Mml Investors Services, LLC
Compensation Model: Both
Daniel Goldsmith (CRD# 5868458) is an Investment Advisor Representative working at Mml Investors Services, LLC in Saint Paul, MN and has over 5 years of experience in the finance industry.
CONTACT
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Company Name Location Dates Years
Mml Investor Services, Inc. Minneapolis, MN Jan 2011 - Current 10
Massmutual Insurance Company Minneapolis, MN Jan 2011 - Current 10
College Of St. Scholastica Duluty, MN Oct 2010 - Dec 2010 < 1
Cumberland Golf Club Cumberland, WI Jun 2006 - Sep 2010 4
Burbon's Bar Cumberland, WI Jun 2005 - Sep 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2011
S7 General Securities Representative Examination (GS) Feb 2011
Contact Info for Daniel Goldsmith
Phone Number: (413)737-8400
Advisor Website: http://www.saintpaulgrp.com/
Registered State(s):
  • MN
  • WI
By the Numbers
  • Total Assets Under Management
    39,563
    MILLIONS
  • Total Number of Accounts
    206,878
    ACCOUNTS
  • Average Account Value
    $191,239
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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