David Harrison Smith
Investment adviser representative at Bailard, Inc.
17 yearsExperience
1 stateRegistered in
CFADesignation
$7.6BFirm assets
Are you David Harrison 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Bailard, Inc.Feb 2009 to now
- Bailard Fund Services, Inc.Feb 2009 to Jun 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (CA).
Bailard, Inc.
$7.6BAssets managed
1,137Clients
40Advisers
54 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
- 5685131
- Firm CRD
- 110550