Amy Smiedala is a registered investment advisor at D.A. Davidson & CO., based in Helena, MT, with 7 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
40 West 14th Street, Artisan Block, Great Northern Town Center, Helena, MT, 59601
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Amy is a Notary Public for the State of Montana since 2020, providing notary services. This activity is not investment-related and takes minimal time.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
State Registrations36 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.