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Daniel Edwin Smith

SIMPLIFI, LLC·WINSTON-SALEM, North Carolina
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635 N. TRADE STREET, WINSTON-SALEM, NC 27101CRD# 5905941Firm CRD# 133372
01

About

Daniel Edwin Smith is a registered financial advisor based in WINSTON-SALEM, North Carolina, affiliated with SIMPLIFI, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Client Types
High Net Worth Individuals
03

Firm Overview

Firm
SIMPLIFI, LLC
SIMPLIFI
AUM
—
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at SIMPLIFI, LLC →
Services
Financial planning
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 5905941
Firm CRD# 133372
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Edwin Smith offer?
Daniel Edwin Smith specializes in Financial Planning. Contact their office in WINSTON-SALEM, North Carolina for a consultation.
What are Daniel Edwin Smith's credentials?
Daniel Edwin Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Edwin Smith located?
Daniel Edwin Smith is based in WINSTON-SALEM, North Carolina, working with SIMPLIFI, LLC. Their office serves clients in the WINSTON-SALEM metropolitan area and surrounding communities.
How does Daniel Edwin Smith charge for services?
Daniel Edwin Smith's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SIMPLIFI, LLC?
SIMPLIFI, LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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