Daniel Smith, financial advisor Reno NV

Daniel Smith

CRD Number: 5907708
Current Firm: Belpointe Asset Management LLC

Daniel Smith (CRD# 5907708) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Reno, NV and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Belpointe Asset Management Phoenix, AZ Sep 2020 - Current 3
Belpointe Insurance, LLC Greenwich, CT Sep 2020 - Current 3
Twenty-twenty Wealth & Advisory Partners, LLC Germantown, WI Sep 2020 - Current 3
Wfa Asset Management Whitefish Bay, WI Jun 2017 - Sep 2020 3
Compound Solutions LLC West Bend, WI Aug 2016 - Jun 2017 < 1
Various Insurance Carriers For W&r Insurance Agencies West Bend, WI Nov 2011 - Jun 2017 5
Waddell & Reed, Inc. Germantown, WI May 2011 - Jun 2017 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Daniel K. Smith
Phone Number: 2036293300
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    3,855
    MILLIONS
  • Total Number of Accounts
    16,063
    ACCOUNTS
  • Average Account Value
    $240,011
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 pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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