Daniel Raymond Smith
Investment adviser representative at Abacus Wealth Partners
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$3.6BFirm assets
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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 feePerformance-based
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
11 years in the industry.
- Abacus Wealth PartnersJul 2022 to now
- The Vanguard Group, Inc.Jun 2019 to Jul 2022
- AttainxMar 2019 to Jun 2019
- RandstadMay 2018 to Aug 2018
- Rhino Sports & Entertainment ServicesDec 2016 to May 2018
- Virginia Tech Dining ServicesFeb 2016 to Dec 2016
- Virginia TechAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (CA, CO, TX).
Abacus Wealth Partners
Legal name: Abacus Wealth Partners, LLC
$3.6BAssets managed
1,574Clients
50Advisers
22 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
- 6961363
- Firm CRD
- 128590