Edward Thomas Smelich
Investment adviser representative at Dreams Investment Solutions
10 yearsExperience
2 statesRegistered in
$0Firm assets
Under 1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Dreams Investment SolutionsJan 2026 to now
- Dreams Score LLCMay 2025 to now
- We Are AwareNov 2022 to now
- Transamerica Financial Advisors, IncOct 2016 to now
- WfgiaSep 2016 to now
- Bbsi - Barrett Business Services IncOct 2017 to Jul 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (CA, FL).
Dreams Investment Solutions
$0Assets managed
0Clients
1Advisers
Under 1 yearIn 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
- 2561139
- Firm CRD
- 339186