Morgan Stanley
43yrs
Top advisor by experience in Madison
20yrs
Daniel Smith is a fiduciary financial advisor in Madison, Connecticut, with 20 years in the industry. Daniel joined Wells Fargo Advisors in 2014, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 114 advisors with offices in Madison, and one of 111 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 61% of advisors nationwide
Office600 Boston Post Rd 2nd Floor, Madison, CT 06443
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther 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
- 2014 – nowWells Fargo Clearing Services, LLCCurrent firm
Contact Daniel
Local office(203) 245-2706Ask for Daniel. (314) 875-3000Main office · St. Louis, MO 600 Boston Post Rd 2nd FloorMadison, CT 06443Office · Get directions Firm websitewww.wellsfargoadvisors.com/wfa/mobile.htm
Is 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.
- 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 Daniel’s local office at (203) 245-2706 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Daniel Smith.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2006, about 20 years. More experience than 61% of advisors nationwide.
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?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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.
Other advisors nearby
Merrill
43yrs
Top 2% by experience in Madison
Stifel, Nicolaus & Company
41yrs
Top 3% by experience in Madison
Stifel, Nicolaus & Company
40yrs
Top 4% by experience in Madison
East Guilford Financial Services
40yrs
Top 4% by experience in Madison
LPL Financial
38yrs
Top 5% by experience in Madison