Daniel Brian Smyth
Investment adviser representative at Hcr Wealth Advisors
10 yearsExperience
1 stateRegistered in
$2BFirm assets
27 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Hcr Wealth AdvisorsJan 2025 to now
- Relation Insurance ServicesOct 2024 to now
- The Leaders Group IncFeb 2023 to now
- American Brokerage ServicesJun 2020 to Oct 2024
- UBS Financial ServicesJan 2020 to May 2020
- Lincoln Financial GroupSep 2018 to Jan 2020
- UnemployedMay 2018 to Sep 2018
- St. John's UniversityJan 2018 to May 2018
- Hcr Wealth AdvisorsSep 2017 to Dec 2017
- UBS Financial ServicesJun 2017 to Sep 2017
- UBS Financial ServicesSep 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
Hcr Wealth Advisors
$2BAssets managed
938Clients
10Advisers
27 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
- 6708828
- Firm CRD
- 108676