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Daniel Edward Smith

Cornerstone Wealth Management, LLC

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About Daniel Edward Smith

Daniel Edward Smith is a financial advisor with Cornerstone Wealth Management, LLC. Daniel Smith has over 25 years of experience in the financial services industry. Daniel Smith is registered with the state of Missouri as both a Registered Investment Advisor and a Broker Dealer. Daniel Smith holds the Series 6, Series 7, Series 63, Series 65, and the SIE licenses. Daniel Smith has a diverse background in financial services, having worked for several firms, including Lincoln Financial Distributors, Inc., U.S. Bancorp Investments, Inc., SunAmerica Capital Services, Inc., ProEquities, Inc., PFIC Securities Corporation, Magna Investments, FFP Securities, Inc., and Pruco Securities Corporation. Daniel Smith is committed to providing his clients with personalized financial advice and investment strategies. Daniel Smith specializes in providing financial planning services, investment management services, pension consulting services, and portfolio management services for individuals and businesses.

Firm Information

Daniel Smith is currently registered with Cornerstone Wealth Management, LLC. Cornerstone Wealth Management, LLC is an independent financial advisory firm with over 70 licensed agents and 87 investment advisor representatives. The firm, based in St. Peters, MO, manages over $3.2 billion in assets for a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm offers a comprehensive suite of financial planning and investment management services, including portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Cornerstone Wealth Management, LLC is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA).
Cornerstone Wealth Management, LLC

7417 MEXICO ROAD

ST. PETERS, MO 63376

$3.30B

Assets Under Management

6

Total Clients

79

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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lpl sponsored advisory programs; investment management & research subscription licensing

Lpl sponsored advisory programs; investment management & research subscription licensing

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Smith’s Registration & Firm History

MO

05/10/2021 - Present

Cornerstone Wealth Management, LLC (Des Peres MO)

PA

12/23/2009 - 10/23/2020

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

MO

11/04/2009 - 12/15/2009

U.S. BANCORP INVESTMENTS, INC. (FENTON MO)

NJ

12/20/2002 - 04/23/2009

SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)

AL

08/15/2000 - 12/03/2002

PROEQUITIES, INC. (BIRMINGHAM AL)

TN

12/01/1999 - 07/26/2000

PFIC SECURITIES CORPORATION (FRANKLIN TN)

MO

08/20/1998 - 11/30/1999

MAGNA INVESTMENTS (ST. LOUIS MO)

MO

04/18/1996 - 05/13/1998

FFP SECURITIES, INC. (CHESTERFIELD MO)

NJ

02/08/1996 - 04/05/1996

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 10/23/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/06/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/23/2000

Series 7 - General Securities Representative Examination

BC

Issued 02/07/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Edward Smith.
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