Daniel Lawrence Smith
Investment adviser representative at Keel Point, LLC
15 yearsExperience
2 statesRegistered in
$4.1BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Keel Point, LLCJan 2026 to now
- Blend Labs, Inc.Jul 2021 to Dec 2025
- CorelogicJan 2011 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (AL, VA).
Keel Point, LLC
$4.1BAssets managed
1,613Clients
49Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2223663
- Firm CRD
- 127902