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DS

Daniel G. Smereck

STRATEGIC ASSET ALLIANCE
CAMDEN, ME 04843
Some features on this profile are disabled
CRD#: 6868806
DS

Professional summary

Daniel Gabriel Smereck is a registered financial advisor currently at STRATEGIC ASSET ALLIANCE located in Camden, Maine.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Daniel has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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 Daniel Gabriel Smereck's 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

February 6, 2018 - Present

STRATEGIC ASSET ALLIANCE

Office #1: 21 Elm Street 4th Floor, Camden, ME 04843
RIA
CRD#: 148763
CAMDEN, ME

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".
SA
STRATEGIC ASSET ALLIANCE
SAA ADVISORS, INC. | STRATEGIC ASSET ALLIANCE

CRD#: 148763 / SEC#: 801-69727

RIA
Registered Investment Advisory firm - (11/24/2008 Approved)

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
Maine
(2/6/2018)
IAR
Texas
(10/8/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/5/2018
Uniform Investment Adviser Law Examination

Current Firm

SA
STRATEGIC ASSET ALLIANCE
SAA ADVISORS, INC. | STRATEGIC ASSET ALLIANCE

CRD#: 148763 / SEC#: 801-69727

RIA
Registered Investment Advisory firm - (11/24/2008 Approved)
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Contact information

Main Address
500 108th Avenue Ne Suite 1100, Bellevue, WA 98004
Mailing Address
Phone number
(360) 255-2500
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (7 States and Territories)

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

Documents

Latest Form ADV

Part 2 Brochures

STRATEGIC ASSET ALLIANCE ADV BROCHURE (9/2/2025)

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

STRATEGIC ASSET ALLIANCE

CRD#: 148763Camden, ME 04843

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