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Daniel Smith

MATRIX CAPITAL MANAGEMENT COMPANY, LP·WALTHAM, Massachusetts
Unclaimed Profile
1000 WINTER STREET, WALTHAM, MA 02451CRD# 6028614Firm CRD# 160066
01

About

Daniel Smith is a registered financial advisor based in WALTHAM, Massachusetts, affiliated with MATRIX CAPITAL MANAGEMENT COMPANY, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
MATRIX CAPITAL MANAGEMENT COMPANY, LP
MATRIX CAPITAL MANAGEMENT COMPANY, LP
AUM
$12.1B
Regulatory assets under management
Employees
33
Total firm employees
View all advisors at MATRIX CAPITAL MANAGEMENT COMPANY, LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6028614
Firm CRD# 160066
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Smith offer?
Daniel Smith specializes in Retirement Planning. Contact their office in WALTHAM, Massachusetts for a consultation.
What are Daniel Smith's credentials?
Daniel Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Smith located?
Daniel Smith is based in WALTHAM, Massachusetts, working with MATRIX CAPITAL MANAGEMENT COMPANY, LP. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.
How does Daniel Smith charge for services?
Daniel Smith's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MATRIX CAPITAL MANAGEMENT COMPANY, LP?
MATRIX CAPITAL MANAGEMENT COMPANY, LP has approximately 33 employees and manages $12.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MATRIX CAPITAL MANAGEMENT COMPANY, LP

James Dolce
WALTHAM, MA
Mark Steven Audet
WALTHAM, MA
Christopher David Johnson
WALTHAM, MA
David Espina Goel
WALTHAM, MA
Gregory Alan Brown
WALTHAM, MA
Jessica Anne Schmitz
WALTHAM, MA

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Research
Advisor Fees in MassachusettsNational Fee Analysis
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