Amberlee Danielle Smith
Investment adviser representative at &partners
14 yearsExperience
2 statesRegistered in
$30.3BFirm assets
35 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 assetsHourlySubscriptionFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- &partnersAug 2024 to now
- Era Reardon RealtyJun 2022 to now
- Meridian Wealth Management of MichiganApr 2024 to Aug 2024
- Country Club of JacksonNov 2022 to May 2024
- Howard Hanna Real Estate ServicesMar 2021 to Jun 2022
- Private Client Services LLCJun 2017 to Apr 2021
- Invest Financial CorpDec 2016 to Jun 2017
- Executive Wealth ManagementFeb 2012 to Mar 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
&partners
$30.3BAssets managed
62,194Clients
544Advisers
35 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
- 6027981
- Firm CRD
- 3767