David H Coletto
Investment adviser representative at W.A. Smith Financial Group
10 yearsExperience
1 stateRegistered in
$1.2BFirm assets
9 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 fee
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
10 years in the industry.
- W.A. Smith Financial GroupNov 2023 to now
- Great Lakes Retirement, Inc.Sep 2023 to now
- LPL Financial LLCSep 2020 to Sep 2023
- Cetera Advisor NetworksSep 2019 to Sep 2020
- UnemployedMay 2019 to Sep 2019
- Nasa GlennJun 2018 to Aug 2018
- Dynamix Group LLCMar 2018 to May 2018
- John Carroll UniversityAug 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (OH).
W.A. Smith Financial Group
Legal name: Great Lakes Retirement, Inc.
$1.2BAssets managed
1,669Clients
10Advisers
9 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
- 7181162
- Firm CRD
- 146608