Daniel
Smith
Gradient Advisors, LLC
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About this Advisor
Daniel Smith is a financial advisor operating in Virginia Beach, Virginia, with 1 year of relevant experience. Smith currently works for Gradient Advisors, LLC. Throughout their career, they have worked at Mccormick & Schmick'S, Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, Inc, Navigon Financial Group, Inc, Royal Wealth Management, Massmutual Life Insurance Co, Mml Investors Services, Choice Insurance Agency, Dms Services LLC, Gradient Advisors LLC, Colonial Life, American Senior Benefits and Benchmark. Smith maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Georgia, North Carolina and Virginia. Gradient Advisors, LLC is an advisory business operating out of Saint Paul, MN. It has offices in 129 locations and a total of 142 advisors. It oversees $177 million in assets between its 1,434 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 1,434 accounts, just 2% are associated with high-net-worth clients who have at least $1 million in investable assets. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management vary depending on which services the firm provides the client. Fee types billed by Gradient Advisors, LLC most likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gradient Advisors, LLC Brokerage Details
$177,102,125
142
1,434
$123,502
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Daniel Smith Work History
Daniel has been registered as a financial advisor for 1 years.*
Gradient Advisors LLC
Benchmark
Mml Investors Services
Colonial Life
American Senior Benefits
Massmutual Life Insurance Co
Choice Insurance Agency
Dms Services LLC
Royal Wealth Management
Penn Mutual Life Insurance Company
Hornor, Townsend & Kent, Inc
Navigon Financial Group, Inc
Mccormick & Schmick'S
*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 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 Gradient Advisors, LLC
Saint Paul, MN
Knoxville, TN
Kansas City, MO
Duluth, GA
Saint Paul, MN
Cedar Rapids, IA
Chesapeake, VA
Plymouth, MN
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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