J.P. Morgan Securities
13yrs
More experience than 63% of advisors at J.P. Morgan Securities
3yrs
Based in Shirley, New York, Daniel Smith is a fiduciary financial advisor with 3 years of industry experience. Daniel has been with Freemind Financial Advisory since 2024. Freemind Financial Advisory offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 4 advisors with offices in Shirley, and one of 4 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
OfficeShirley, NY
How the firm is paid ?Percent of assets
Typical client at the firm ?$436,961
States licensed ?1 state
Services through Freemind Financial Advisory
Financial planningInvestment management for individuals and small businessesRetirement plan consultingOther 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.
Series 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowFreemind Financial AdvisoryCurrent firm
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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 Freemind Financial Advisory at (631) 513-0532 and ask for Daniel Smith. Daniel works from the Shirley, NY office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Daniel hold?
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?
Freemind Financial Advisory 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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