Daniel
Pizetoski
Wilbanks, Smith & Thomas Asset Management, LLC
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About this Advisor
Daniel Pizetoski is a financial advisor based in Norfolk, Virginia with a total of 2 years of relevant experience. Pizetoski is on the advisory team at Wilbanks, Smith & Thomas Asset Management, LLC. The advisor has gained experience at Wilbanks, Smith & Thomas Asset Management, Villanova University, Coho Partners, LTD, Gail Pizetoski, Cpa, Pa and University Of Richmond. Pizetoski maintains a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in Virginia. Wilbanks, Smith & Thomas Asset Management, LLC is an advisory business that has its headquarters in Norfolk, VA. The company has offices in three locations and a total of 45 people on staff. It handles $5 billion in assets between its 5,210 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 51 charities and foundations. Of its 5,210 client accounts, 32% are held by high-net-worth clients who have more than $1 million in assets available to invest. Wilbanks, Smith & Thomas Asset Management, LLC offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and pension consulting services. Financial advisory fee schedules vary depending on the services provided. Fees charged by Wilbanks, Smith & Thomas Asset Management, LLC most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wilbanks, Smith & Thomas Asset Management, LLC Brokerage Details
$4,754,536,565
45
5,210
$912,579
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
Daniel Pizetoski Work History
Daniel has been registered as a financial advisor for 2 years.*
Wilbanks, Smith & Thomas Asset Management
Villanova University
Coho Partners, LTD
Gail Pizetoski, Cpa, Pa
University Of Richmond
*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 Daniel Pizetoski 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 Wilbanks, Smith & Thomas Asset Management, LLC
Richmond, VA
Norfolk, VA
Norfolk, VA
Raleigh, NC
Norfolk, VA
Norfolk, VA
Norfolk, VA
Norfolk, VA
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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