linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel Mark Smith

Gradient Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daniel? Claim Your Profile

About Daniel Mark Smith

Daniel Mark Smith is a financial advisor registered with Gradient Advisors, LLC. Daniel has experience in the financial services industry, working with clients to develop financial plans and strategies. His expertise extends to portfolio management for individuals and businesses. Daniel holds various securities licenses, including Series 7, 66 and SIE. Daniel is also registered in Georgia, North Carolina and Virginia. In addition to Gradient Advisors, LLC, Daniel is associated with other companies, including DMS Advisors, Colonial Life and Benchmark Insurance Group.

Firm Information

Daniel Smith is currently registered with Gradient Advisors, LLC. Gradient Advisors, LLC is an investment advisor headquartered in Arden Hills, MN. They manage approximately $207,096,853 in assets for individuals, corporations, and other businesses. The firm provides financial planning, pension consulting, and selection of other advisors. They have a team of 152 investment adviser representatives and 150 licensed agents.
Gradient Advisors, LLC

4105 LEXINGTON AVENUE N.

ARDEN HILLS, MN 55126

$207.10M

Assets Under Management

2,706

Total Clients

167

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Referral fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daniel Smith’s Registration & Firm History

VA

02/17/2022 - Present

Gradient Advisors, LLC (Virginia Beach VA)

VA

05/10/2021 - 08/31/2021

MML INVESTORS SERVICES, LLC (Glen Allen VA)

VA

05/08/2013 - 01/28/2015

HORNOR, TOWNSEND & KENT, INC. (VIRGINIA BEACH VA)

VA

05/04/2012 - 11/27/2012

WADDELL & REED, INC. (VIRGINIA BEACH VA)

Not sure if Daniel Mark Smith is right for you?

Licenses & Designations

BOTH

Issued 03/01/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/10/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/24/2019

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Mark Smith.
Not sure if Daniel Mark Smith is right for you?