David Charles Smith
Investment adviser representative at Delta Asset Management, LLC
15 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$1.5BFirm assets
Are you David Charles Smith? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Delta Asset Management, LLCJan 2011 to now
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 1 state (TN).
Delta Asset Management, LLC
$1.5BAssets managed
556Clients
5Advisers
24 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
- 2240592
- Firm CRD
- 113688