DS
DS

Dayna Marie Smith

4 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningTax PlanningInsurance PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
71 advisors
Number of Clients
4,979 clients
Average Client Portfolio
$985K average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:$10K
Loading...

Location

29525 Chagrin Blvd, Suite 305, Pepper Pike, OH, 44122

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Dayna is an agent for Ash Brokerage, selling fixed insurance products, annuities, life/health, and LTC insurance since January 2022, dedicating about 10-20% of her time. She is also a Financial Advisor at Spain & Smith Wealth Advisors since April 2024, spending full-time hours in this role.

Employment History
Current Registrations
Stratos Wealth Advisors LLC
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Cedar Brook Group
February 2022 - January 2024 · 1 yr 11 mos
Cadaret Grant & CO INC
January 2022 - January 2024 · 2 yrs
Cadaret, Grant & CO., INC.Broker
January 2022 - January 2024 · 2 yrs
LPL Financial LLCBroker
November 2021 - January 2022 · 2 mos
Prudential Financial Planning Services
January 2021 - November 2021 · 10 mos
Pruco Securities, LLC.Broker
January 2021 - November 2021 · 10 mos
State Registrations2 states
OHTX
Advisor
Exams
No exam information available for this advisor.