Gulfstream Capital
43yrs
Top advisor by experience in Nederland
9yrs
Joseph Smith
Full name on record: Joseph Robert Smith
Financial advisor at Advice and Planning Services
Based in Nederland, Colorado, Joseph Smith is a fiduciary financial advisor with 9 years of industry experience. Joseph joined Advice and Planning Services in 2022, after four years at Citizens Securities and less than a year at McAdam. Advice and Planning Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 5 advisors with offices in Nederland, and one of 4 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
OfficeNederland, CO
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$523,144
Advisors at the firm1,694
States licensed ?1 state
Services through Advice and Planning Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational 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.
Career
- 2022 – now
- 2018 – 2022Citizens Securities, Inc.Previously
- Jan 2018 – Feb 2018McAdam LLCPreviously
Contact Joseph
Nederland, COOffice · Get directions Firm main line(212) 490-9000Headquarters: Advice and Planning Services · New York, NY Facebook pageAdvice and Planning ServicesIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Joseph
Tailored to Joseph’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
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About Joseph
How do I contact Joseph?
Call Advice and Planning Services at (212) 490-9000 and ask for Joseph Smith. Joseph works from the Nederland, CO office.
How long has Joseph been a financial advisor?
Joseph has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Joseph hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Joseph a fiduciary?
Joseph is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joseph paid?
Advice and Planning Services reports being paid by a percentage of the assets they manage, other fees. Ask Joseph 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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