UBS Financial Services
47yrs
Top advisor by experience in Phoenix
11yrs
Daniel Marshall
Financial advisor at Smead Capital Management
Daniel Marshall has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Phoenix, Arizona. Daniel has been with Smead Capital Management since 2020; before that, Daniel spent three years at Edward Jones. Smead Capital Management offers investment management and private fund management and is paid through a percentage of assets.
One of 1701 advisors with offices in Phoenix, and one of 1591 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office2777 E. Camelback Rd Suite 375, Phoenix, AZ 85016
How the firm is paid ?Percent of assets
Typical client at the firm ?$879,138
Advisors at the firm6
States licensed ?1 state
Services through Smead Capital Management
Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutions
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.
Series 66Uniform Combined State Law Examination
Career
- 2020 – nowSmead Capital Management, Inc.Current firm
- 2015 – 2018Edward JonesPreviously
Contact Daniel
Local office(206) 838-9857Ask for Daniel. (602) 889-3660Main office 2777 E. Camelback Rd Suite 375Phoenix, AZ 85016Office · Get directions Firm websiteHTTP://WWW.SMEADCAP.COM
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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 Daniel’s local office at (206) 838-9857 or the Smead Capital Management main office at (602) 889-3660, and ask for Daniel Marshall.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2015, about 11 years. 11 years in the industry.
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?
Smead Capital Management reports being paid by a percentage of the assets they manage. 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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