David Smith Advisory

David Smith Advisory (CRD# 153108) is a financial advisory firm headquartered in South Miami, FL. They manage $114,700,000 in 261 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    115
    MILLION
  • Total Number of Accounts
    261
    ACCOUNTS
  • Average Account Value
    $439,464
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

FL

Financial Advisors at David Smith Advisory
Showing 1 - 2 of 2 top financial advisors.
1
David N. Smith
CRD#: 1357671
5900 Sw 73rd Street, Suite 300, South Miami, FL 33143
96
Wealthminder
score

David Smith (CRD# 1357671) is an Investment Advisor Representative working at David Smith Advisory in South Miami, FL and has over 22 years of experience in the finance industry. David Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Karen A. Caselli
CRD#: 2262876
5900 Sw 73rd Street, Suite 300, South Miami, FL 33143
93
Wealthminder
score

Karen Caselli (CRD# 2262876) is an Investment Advisor Representative working at David Smith Advisory in South Miami, FL and has over 4 years of experience in the finance industry. Karen Caselli has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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