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DS

Dylan C. Smith

GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY
FORT LAUDERDALE, FL 33301
Some features on this profile are disabled
CRD#: 7394238
DS
Dylan Clyde SmithGLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY

Professional summary

Dylan Clyde Smith, who also goes by Dylan Smith, is a registered financial advisor currently at GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. located in Fort Lauderdale, Florida.

Dylan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Dylan has worked at 5 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Dylan Smith

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 Dylan Clyde Smith'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

April 30, 2026 - Present

GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.

Office #1: 1301 East Broward Blvd Suite 200, Fort Lauderdale, FL 33301
RIA
CRD#: 286005
FORT LAUDERDALE, FL
Past

March 29, 2023 - April 22, 2026

KANEN WEALTH MANAGEMENT LLC

RIA
CRD#: 282746
COCONUT CREEK, FL
Past

September 22, 2022 - January 26, 2023

SINGER WEALTH ADVISORS LLC

RIA
CRD#: 317218
BOCA RATON, FL
Past

May 18, 2022 - September 14, 2022

EDELMAN FINANCIAL ENGINES

RIA
CRD#: 104510
Boynton Beach, FL
Past

February 23, 2022 - April 8, 2022

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
JACKSONVILLE, FL

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".
GW
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.
GLOBAL WEALTH MANAGEMENT ADVISORY, LLC | GLOBAL WEALTH MANAGEMENT, LLC | GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.

CRD#: 286005 / SEC#: 801-110227

RIA
Registered Investment Advisory firm - (4/10/2017 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
Florida
(4/30/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/18/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/5/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 2/23/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/18/2021
Securities Industry Essentials Examination

Current Firm

GW
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.
GLOBAL WEALTH MANAGEMENT ADVISORY, LLC | GLOBAL WEALTH MANAGEMENT, LLC | GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.

CRD#: 286005 / SEC#: 801-110227

RIA
Registered Investment Advisory firm - (4/10/2017 Approved)
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Contact information

Main Address
1301 East Broward Blvd Suite 200, Fort Lauderdale, FL 33301
Mailing Address
Phone number
(866) 405-1031
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GWMIA ADV PART 2A - FIRM BROCHURE (12/17/2025)
GWMIA ADV PART 2A APPENDIX 1 - WRAP FEE BROCHURE (4/29/2025)

Regulatory assets under management

Total Number of Accounts3,062
AUM (Assets Under Management)$ 529,098,628

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

GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.

CRD#: 286005Fort Lauderdale, FL 33301

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