David Joseph Smith
Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Wells Fargo Clearing Services, LLCJan 2026 to now
- Bank of America, N.A.Jan 2023 to Jan 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2022 to Jan 2026
- TD Bank N.A.May 2022 to Nov 2022
- TD Private Client Wealth LLCMay 2022 to Nov 2022
- Bank of America, N.A.Mar 2022 to May 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2020 to May 2022
- Coastal Wealth, A Massmutual FirmNov 2019 to Apr 2020
- Camarda Wealth Advisory GroupMar 2019 to Oct 2019
- LyftJul 2018 to Jun 2019
- University of North FloridaJan 2018 to May 2020
- AmazonSep 2017 to Oct 2017
- Starlight Valet and Parking ServicesJul 2017 to Dec 2017
- Saint Leo UniversityAug 2015 to Dec 2017
- United States NavyJun 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 7260602
- Firm CRD
- 19616