Dayton Schmalzried is a CFP-designated registered investment advisor, based in San Antonio, TX, with 3 years of industry experience.
Location
San Antonio, TX
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
First Command Brokerage Services, INC.
January 2026 - Present · 6 mos
First Command Advisory Services
January 2026 - Present · 6 mos
First Command Brokerage Services, INC.Broker
January 2026 - Present · 6 mos
Previous Registrations
Frost Investment Services
October 2024 - December 2025 · 1 yr 2 mos
Frost Brokerage Services, INC.Broker
October 2024 - December 2025 · 1 yr 2 mos
Leading Edge Financial Planning
August 2023 - May 2024 · 9 mos
Leading Edge Financial Planning
May 2021 - December 2022 · 1 yr 7 mos
State Registrations1 state
TX
Advisor
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Exams
No exam information available for this advisor.