Daniela Smith
Daniela Smith is a registered investment advisor at Raymond James & Associates, INC., based in Princeton, NJ, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
902 Carnegie Center, Suite 320, Princeton, NJ, 08540
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan StanleyBroker
Morgan StanleyBroker
Walnut Street Securities, INC.Broker
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
State Registrations43 states
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