Unclaimed Profile

Stan Louis Smith

SAVEDAILY.COM, INC.·COSTA MESA, California

Clean 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

Disclosure history

Clean record · no disclosure events on file

About

Stan Louis Smith is a registered financial advisor based in COSTA MESA, California, affiliated with SAVEDAILY.COM, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

SAVEDAILY.COM, INC.

AUM

$1M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SAVEDAILY.COM, INC. →

Services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 3119803

Firm CRD# 108306

View on FINRA BrokerCheck →

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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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