Stifel, Nicolaus & Company
46yrs
Top advisor by experience in Wilmington
43yrs
Daniel Smith is a fiduciary financial advisor in Wilmington, North Carolina, with 43 years in the industry. Daniel joined MML Investors Services in 2017, a firm offering financial planning, investment management, and retirement plan consulting. MML Investors Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 428 advisors with offices in Wilmington, and one of 402 fiduciaries.
At a glance
Experience43 years (since 1984)
How that compares ?Top 2% by experience in Wilmington
OfficeWilmington, NC
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$249,379
Advisors at the firm5,093
States licensed ?1 state
Services through MML Investors Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowMML Investors Services, LLCCurrent firm
Contact Daniel
Wilmington, NCOffice · Get directions Firm main line(413) 226-0000Headquarters: MML Investors Services · Springfield, MA Firm websitewww.mmlinvestors.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call MML Investors Services at (413) 226-0000 and ask for Daniel Smith. Daniel works from the Wilmington, NC office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1984, about 43 years. Top 2% by experience in Wilmington.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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