DS
DS

Dillon Edward Smith

3 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)
Firm Size
68 advisors
Number of Clients
409 clients
Average Client Portfolio
$408K average
Assets Under Management
$167.0M

Fee Structure

Minimum Investment:$50K
Financial Planning:Included in AUM fee
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Location

2760 Clemson Rd, Columbia, SC, 29229

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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.

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Other Business Activities

Dillon serves as Power of Attorney and Executor for multiple immediate family members, requiring minimal time. Dillon is also a board member for Ashford Homeowners Association and provides athletic training services for Prisma Health, dedicating a few hours per week to each.

Employment History
Current Registrations
First Citizens Investor Services, INC.Broker
April 2025 - Present · 10 mos
First Citizens Asset Management, INC
April 2025 - Present · 10 mos
First Citizens Investor Services, INC.
April 2025 - Present · 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2024 - April 2025 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2024 - April 2025 · 5 mos
Equitable Advisors, LLC
January 2023 - October 2024 · 1 yr 9 mos
Equitable Advisors, LLCBroker
December 2022 - October 2024 · 1 yr 10 mos
Ae Wealth Management, LLC
August 2022 - October 2022 · 2 mos
State Registrations5 states
GAMONCNYSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.