Dylan Clyde Smith
Investment adviser representative at Global Wealth Management Investment Advisory, Inc.
10 yearsExperience
1 stateRegistered in
$722.8MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Global Wealth Management Investment Advisory, Inc.Apr 2026 to now
- Global Wealth Retirement Planning, LLCApr 2026 to now
- Kanen Wealth Management LLCJan 2023 to Apr 2026
- Singer Wealth Advisors LLCSep 2022 to Jan 2023
- Financial Engines Advisors L.L.C.Apr 2022 to Sep 2022
- Fidelity InvestmentsJun 2021 to Apr 2022
- Ernst and YoungFeb 2021 to May 2021
- UnemployedOct 2020 to Jan 2021
- Corey Vaughns Waterski SchoolMay 2020 to Sep 2020
- Corey Vaughns Waterski SchoolMay 2019 to Aug 2019
- State FarmJun 2018 to Aug 2018
- Dominion PayrollDec 2017 to Jan 2018
- The University of AlabamaJan 2017 to May 2020
- Florida Southern CollegeAug 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
Global Wealth Management Investment Advisory, Inc.
$722.8MAssets managed
1,667Clients
16Advisers
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
- 7394238
- Firm CRD
- 286005