Unclaimed Profile

George Daniel Smith

VANTAGE FINANCIAL GROUP, INC.·CLEVELAND, Ohio

SIE, Series 6, Series 7, Series 63Clean record25 years registeredVANTAGE FINANCIAL GROUP, INC.

6200 ROCKSIDE ROAD, CLEVELAND, OH 44131CRD# 2427767Firm CRD# 105950

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

George Daniel Smith · CLEVELAND, OH

Registration

CRD #2427767 · VANTAGE FINANCIAL GROUP, INC. · 25 years registered

Brand Profile

Not yet started

Career History

CETERA WEALTH SERVICES, LLC

Sep 2013 – present

VANTAGE FINANCIAL GROUP, INC.

Aug 2000 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Registration record

First registered · August 25, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VANTAGE FINANCIAL GROUP, INC.

CRD 105950 · SEC 801-33485

AUM

$720M

Regulatory assets under management

Employees

2,461 client accounts

Services offered by VANTAGE FINANCIAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VANTAGE FINANCIAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does George Daniel Smith offer?

George Daniel Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.

What are George Daniel Smith's credentials?

George Daniel Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is George Daniel Smith located?

George Daniel Smith is based in CLEVELAND, Ohio, working with VANTAGE FINANCIAL GROUP, INC.. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.

How does George Daniel Smith charge for services?

George Daniel Smith's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VANTAGE FINANCIAL GROUP, INC.?

VANTAGE FINANCIAL GROUP, INC. has approximately 63 employees and manages $720M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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