Andrew
Smith

Delos Wealth Advisors

CRD#6571553
Investment Advisor
in Dallas, TX

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About this Advisor

Andrew Smith is a financial advisor operating out of Dallas, Texas who has 4 years of industry experience. Smith is an advisor for Delos Wealth Advisors. Throughout their career, Smith has worked at Bok Financial Securities, Inc, Bokf, Na, The Northern Trust Company, Lear Investment Management and Delos Wealth Advisors, LLC. Smith holds a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Texas. Delos Wealth Advisors is a business headquartered in Dallas, TX. It handles $135 million in assets under management among its 273 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 273 customer accounts, 34% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Delos Wealth Advisors performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees depend on which service is offered. However, fees billed by Delos Wealth Advisors likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Office Location

5950 Sherry Ln Suite 225
Dallas, TX 75225

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Delos Wealth Advisors Brokerage Details

Total Assets Under Management

$135,199,761

TX Average: $3,042,739,679
Total Number of Employees

3

TX Average: 49
Total Number of Accounts

273

TX Average: 2,315
Average Account Size

$495,237

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Andrew Smith Work History

Andrew has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Delos Wealth Advisors, LLC

2018 - 2019 (1 year)

Lear Investment Management

2015 - 2018 (3 years)

Bok Financial Securities, Inc

2015 - 2018 (3 years)

Bokf, Na

2013 - 2015 (2 years)

The Northern Trust Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Andrew Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Delos Wealth Advisors

Joseph Connolly
Dallas, TX
Andrew Smith
Dallas, TX
Thomas Keeling
Dallas, TX
Cody Lummus
Dallas, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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