Daniel Smyth (CRD# 7198363) is an Investment Advisor Representative working at Citizens Securities, Inc. in Columbus, OH and has 1 year of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | Columbus, OH | Mar 2021 - Current | 3 |
| Morgan Stanley | Columbus, OH | Nov 2019 - Mar 2022 | 2 |
| Doordash | Columbus, OH | Nov 2021 - Dec 2021 | < 1 |
| Franklin University | Columbus, OH | Feb 2020 - Apr 2021 | 1 |
| Big Sports Bulletin | Columbus, OH | Dec 2018 - Dec 2020 | 2 |
| Total Quality Logistics | Columbus, OH | Aug 2019 - Nov 2019 | < 1 |
| Fansided | Wayne, NJ | Jun 2019 - Nov 2019 | < 1 |
| West Chelsea Building LLC | New York, NY | Jun 2017 - Jul 2019 | 2 |
| Armchair All Americans | Wayne, NJ | Jun 2017 - Nov 2018 | 1 |
| The Tab Ohio State | Columbus, OH | Feb 2016 - May 2017 | 1 |
| The Ohio State University | Columbus, OH | Aug 2013 - May 2017 | 3 |
| West Chelsea Building LLC | New York, NY | May 2016 - Aug 2016 | < 1 |
| Bensi Restaurant | Wayne, NJ | May 2015 - Aug 2015 | < 1 |
| Tony's Touch Of Italy Ii | Wayne Nj, NJ | Apr 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- OH
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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