Daniel Mark Smith
Investment adviser representative at Gradient Advisors, LLC
11 yearsExperience
3 statesRegistered in
$289.3MFirm assets
16 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Gradient Advisors, LLCFeb 2022 to now
- American Senior BenefitsAug 2021 to Feb 2022
- MML Investors ServicesMar 2021 to Aug 2021
- Massmutual Life Insurance Co.Dec 2020 to Aug 2021
- Choice Insurance AgencyMay 2020 to Dec 2020
- Dms Services LLCOct 2019 to May 2020
- Royal Wealth ManagementFeb 2015 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (GA, NC, VA).
Gradient Advisors, LLC
$289.3MAssets managed
2,152Clients
185Advisers
16 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
- 5981326
- Firm CRD
- 152665