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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Smith is a Registered Investment Advisor (IA) with Exchange Capital Management Inc. based in Ann Arbor, Michigan. Daniel is active in the IA space. Daniel obtained the Series 65 license on October 17, 2023. Daniel has been with Exchange Capital Management Inc. since May 2019. Before joining Exchange Capital Management Inc., Daniel worked at various organizations including Michigan State University, Tooth Town Pediatric Dentistry, and Father Gabriel Richard High School.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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MI
10/17/2023 - Present
Exchange Capital Management Inc. (ANN ARBOR MI)
IA
Issued 10/17/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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