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.
CRD# 5245824
Prime Capital Investment Advisors, LLC
CRD# 5724615
Cunningham Investment Management, LLC
CRD# 4906843
Trident Capital Advisors, LLC
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 |
- WI
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Total Assets Under Management3,855MILLIONS
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Total Number of Accounts16,063ACCOUNTS
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Average Account Value$240,011
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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