AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
ES

Edward T. Smelich

DARWIN WEALTH MANAGEMENT
FOLSOM, CA
Some features on this profile are disabled
CRD#: 2561139
ES

Professional summary

Edward Thomas Smelich is a registered financial advisor currently at DARWIN WEALTH MANAGEMENT located in Folsom, California and DREAMS INVESTMENT SOLUTIONS located in Sarasota, Florida.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Edward has worked at 10 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 6, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Thomas Smelich's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 2, 2025 - Present

DARWIN WEALTH MANAGEMENT

RIA
CRD#: 166585
FOLSOM, CA
Current

January 27, 2026 - Present

DREAMS INVESTMENT SOLUTIONS

Office #1: 2070 Ringling Blvd 201, Sarasota, FL 34237
RIA
CRD#: 339186
SARASOTA, FL
Past

October 27, 2016 - December 2, 2025

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
GOLD RIVER, CA
Past

October 27, 2016 - December 2, 2025

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
GOLD RIVER, CA
Past

August 12, 2011 - September 27, 2016

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
GOLD RIVER, CA
Past

August 12, 2011 - September 27, 2016

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
GOLD RIVER, CA
Past

March 8, 2011 - August 3, 2011

SIGNATOR INVESTORS, INC.

RIA
CRD#: 468
WALNUT CREEK, CA
Past

February 18, 2011 - August 3, 2011

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
WALNUT CREEK, CA
Past

June 19, 2009 - March 4, 2011

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
SACRAMENTO, CA
Past

June 18, 2009 - March 4, 2011

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SACRAMENTO, CA
Past

March 18, 2005 - September 22, 2009

LPL FINANCIAL LLC

RIA
CRD#: 6413
FOLSOM, CA
Past

March 17, 2005 - September 22, 2009

LPL FINANCIAL LLC

BD
CRD#: 6413
FOLSOM, CA
Past

January 30, 2002 - April 5, 2005

PIPER SANDLER & CO.

RIA
CRD#: 665
SACRAMENTO, CA
Past

January 22, 2002 - April 5, 2005

PIPER SANDLER & CO.

BD
CRD#: 665
MINNEAPOLIS, MN
Past

January 25, 1999 - January 14, 2002

ACUMENT SECURITIES, INC.

BD
CRD#: 7661
SAN FRANCISCO, CA
Past

December 1, 1994 - January 4, 1999

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DARWIN WEALTH MANAGEMENT
DARWIN WEALTH MANAGEMENT
DARWIN ADVISORS, LLC | HARWOOD FINANCIAL GROUP | HARWOOD ADVISORY GROUP, LLC | DARWIN WEALTH MANAGEMENT, LLC | DARWIN WEALTH MANAGEMENT

CRD#: 166585 / SEC#: 801-80103

RIA
Registered Investment Advisory firm - (7/30/2014 Approved)
Florida
Registered Investment Advisory firm - (8/14/2014 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(12/2/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/10/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/11/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/30/1996
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/9/1994
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 10/22/2009
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/9/1996
General Securities Principal Examination

Current Firm

DARWIN WEALTH MANAGEMENT
DARWIN WEALTH MANAGEMENT
DARWIN ADVISORS, LLC | HARWOOD FINANCIAL GROUP | HARWOOD ADVISORY GROUP, LLC | DARWIN WEALTH MANAGEMENT, LLC | DARWIN WEALTH MANAGEMENT

CRD#: 166585 / SEC#: 801-80103

RIA
Registered Investment Advisory firm - (7/30/2014 Approved)
Florida
Registered Investment Advisory firm - (8/14/2014 Terminated)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
4601 W North A Street, Tampa, FL 33609-1909
Mailing Address
Phone number
(813) 579-4074
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (19 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (10/17/2025)

Regulatory assets under management

Total Number of Accounts2,650
AUM (Assets Under Management)$ 617,322,592

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DARWIN WEALTH MANAGEMENT

DARWIN WEALTH MANAGEMENT

CRD#: 166585Folsom, CA

TRUST BUT VERIFY

Monitor Edward Smelich

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.