Raymond James Financial Services Advisors
47yrs
Top advisor by experience in Columbus
3yrs
Daniel Smyth has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Columbus, Ohio. Daniel joined Citizens Securities in 2023, a firm offering financial planning, investment management, and selecting outside investment managers. Citizens Securities reports being paid through a percentage of assets.
One of 2160 advisors with offices in Columbus, and one of 1883 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office4249 Easton Way Mailstop: Ohd160, Columbus, OH 43219
How the firm is paid ?Percent of assets
Typical client at the firm ?$208,871
Advisors at the firm783
States licensed ?1 state
Services through Citizens Securities
Financial planningInvestment management for individuals and small businessesChoosing 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.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowCitizens Securities, Inc.Current firm
Contact Daniel
(800) 942-8300Firm headquarters in Johnston, RI. Ask for Daniel. 4249 Easton Way Mailstop: Ohd160Columbus, OH 43219Office · Get directions Facebook pageCitizens Securities
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Daniel
How do I contact Daniel?
Call Citizens Securities at (800) 942-8300 and ask for Daniel Smyth. Daniel works from the Columbus, OH 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 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?
Citizens Securities 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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