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DS

Dalton D. Smith

EVIDENCE WEALTH
Bryan, TX 77802
Some features on this profile are disabled
CRD#: 7962161
DS

Professional summary

Dalton Dwayne Smith, who also goes by Dalton D Smith, is a registered financial advisor currently at EVIDENCE WEALTH, LLC located in Bryan, Texas.

Dalton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Dalton has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Dalton D 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 Dalton Dwayne Smith'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

July 29, 2024 - Present

EVIDENCE WEALTH, LLC

Office #1: 3851 Corporate Center Drive Suite 111, Bryan, TX 77802
RIA
CRD#: 314767
Bryan, TX

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
Texas
(7/29/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/14/2024
Uniform Investment Adviser Law Examination

Current Firm

EW
EVIDENCE WEALTH, LLC
EVIDENCE WEALTH, LLC

CRD#: 314767 / SEC#:

Texas
Registered Investment Advisory firm - (7/29/2021 Approved)
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Contact information

Main Address
3851 Corporate Center Drive Suite 111, Bryan, TX 77802
Mailing Address
1500 Earl Rudder Freeway, South, College Station, TX 77840
Phone number
(979) 690-9406
Established
Firm type
Fiscal year end
# of Employees
6

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts206
AUM (Assets Under Management)$ 41,919,826

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

EVIDENCE WEALTH, LLC

CRD#: 314767Bryan, TX 77802

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