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Stan Louis Smith

SAVEDAILY.COM, INC.·COSTA MESA, California
SIE, Series 7, Series 9, Series 10, Series 63Clean recordSAVEDAILY.COM, INC.
1503 SOUTH COAST DRIVE, COSTA MESA, CA 92626CRD# 3119803Firm CRD# 108306

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stan Louis Smith · COSTA MESA, CA
Registration
CRD #3119803 · SAVEDAILY.COM, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 9
Series 10
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
SAVEDAILY.COM, INC.
CRD 108306 · SEC 801-72546
AUM
$1M
Regulatory assets under management
Employees
20
248 client accounts
Services offered by SAVEDAILY.COM, INC.
Per Form ADV
Other
View all advisors at SAVEDAILY.COM, INC. →
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Frequently Asked Questions

What services does Stan Louis Smith offer?
Stan Louis Smith is a registered financial advisor in COSTA MESA, California. Contact their office for details on services offered.
What are Stan Louis Smith's credentials?
Stan Louis Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stan Louis Smith located?
Stan Louis Smith is based in COSTA MESA, California, working with SAVEDAILY.COM, INC.. Their office serves clients in the COSTA MESA metropolitan area and surrounding communities.
How does Stan Louis Smith charge for services?
Stan Louis Smith's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAVEDAILY.COM, INC.?
SAVEDAILY.COM, INC. has approximately 20 employees and manages $1M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SAVEDAILY.COM, INC.

Gregory Drew Vacca
COSTA MESA, CA
CFP

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