Morgan Stanley
47yrs
Top advisor by experience in Paramus
24yrs
Daniel B. Smith
Financial advisor at UBS Financial Services
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 71% of advisors nationwide
Office61 South Paramus Road Mack Center IV, Paramus, NJ 07652
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
States licensed ?2 states
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
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.
Uniform Combined State Law Examination
Career
- 2010 – nowUBS Financial Services Inc.Current firm
- 2002 – 2010Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call UBS Financial Services at 201-352-3000 and ask for Daniel B. Smith. Daniel works from the Paramus, NJ office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2002, about 24 years. More experience than 71% of advisors nationwide.
What licenses does Daniel hold?
Series 66. 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?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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