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Charles Daniel Smith

VINTRIS WEALTH MANAGEMENT LLC·SHELTON, Connecticut
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1 ENTERPRISE DRIVE, SHELTON, CT 06484CRD# 4419053Firm CRD# 332900
01

About

Charles Daniel Smith is a registered financial advisor based in SHELTON, Connecticut, affiliated with VINTRIS WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
VINTRIS WEALTH MANAGEMENT LLC
VINTRIS WEALTH MANAGEMENT
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at VINTRIS WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4419053
Firm CRD# 332900
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Daniel Smith offer?
Charles Daniel Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SHELTON, Connecticut for a consultation.
What are Charles Daniel Smith's credentials?
Charles Daniel Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Daniel Smith located?
Charles Daniel Smith is based in SHELTON, Connecticut, working with VINTRIS WEALTH MANAGEMENT LLC. Their office serves clients in the SHELTON metropolitan area and surrounding communities.
How does Charles Daniel Smith charge for services?
Charles Daniel 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 VINTRIS WEALTH MANAGEMENT LLC?
VINTRIS WEALTH MANAGEMENT LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.
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Other advisors in SHELTON
Michael J Fleming — WRIGHT PRIVATE ASSET MANAGEMENT LLCJames Joseph Coppola — VINTRIS WEALTH MANAGEMENT LLCTimothy Sean Cronin — AST INVESTMENT SERVICES, INC.John Anthony Beirne — BEIRNE WEALTH CONSULTING SERVICES, LLCJoseph G. Solari — SAUGATUCK CAPITAL COMPANY
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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