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Daniel Raymond Smith

Abacus Wealth Partners

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About Daniel Raymond Smith

Daniel Raymond Smith is a financial advisor with Abacus Wealth Partners. Daniel is a CERTIFIED FINANCIAL PLANNER™ professional with over 3 years of experience in the financial services industry. Daniel's expertise includes portfolio management, financial planning, and pension consulting. Daniel has a passion for helping clients achieve their financial goals.

Firm Information

Daniel Smith is currently registered with Abacus Wealth Partners. Abacus Wealth Partners is a registered investment advisor with 36 investment adviser representatives and approximately $3.14 billion in regulatory assets under management. The firm offers a range of advisory services including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles. Abacus Wealth Partners serves a variety of clients including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. The firm is headquartered in Santa Monica, California.
Abacus Wealth Partners

429 SANTA MONICA BLVD.

SANTA MONICA, CA 90401

$3.14B

Assets Under Management

30

Total Clients

47

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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consulting services

Consulting services

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Daniel Smith’s Registration & Firm History

CO

02/15/2024 - Present

Abacus Wealth Partners (Thornton CO)

NC

07/25/2019 - 07/22/2022

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 08/08/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/25/2019

Series 7TO - General Securities Representative Examination

BC

Issued 06/27/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Raymond Smith.
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