Charles Andres Smith
Investment adviser representative at Dt Investment Partners, LLC
12 yearsExperience
1 stateRegistered in
$1.9BFirm assets
15 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
Experience
12 years in the industry.
- Dt Investment Partners, LLCJun 2026 to now
- University of ScrantonAug 2022 to May 2026
- Conestoga High SchoolAug 2018 to Jun 2022
- Valley Forge Middle SchoolAug 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
Dt Investment Partners, LLC
$1.9BAssets managed
1,316Clients
7Advisers
15 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
- 8314058
- Firm CRD
- 157646