RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Dylan Clyde Smith
- Title
- Wealth Advisorreportedaskglobalwealth.comfirm site, Sep 15, 2026
- Professional profile
- askglobalwealth.com/staff-member/dylan-smithreportedaskglobalwealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Global Wealth Management Investment Advisory, Inc. independent RIA currentsince Apr 30, 2026 · Fort Lauderdale, Fl
- Kanen Wealth Management LLC mixed wealthMar 29, 2023 to Apr 22, 2026 · Coconut Creek, Fl
- Singer Wealth Advisors LLC independent RIASep 22, 2022 to Jan 26, 2023 · Boca Raton, Fl
- Edelman Financial Engines independent RIAMay 18, 2022 to Sep 14, 2022 · Jacksonville, Fl
- Kanen Wealth Management LLC to Global Wealth Management Investment Advisory, Inc.left Apr 22, 2026, registered Apr 30, 2026 (8 days) · RIA to RIA
- Singer Wealth Advisors LLC to Kanen Wealth Management LLCleft Jan 26, 2023, registered Mar 29, 2023 (62 days) · RIA to RIA
- Edelman Financial Engines to Singer Wealth Advisors LLCleft Sep 14, 2022, registered Sep 22, 2022 (8 days) · RIA to RIA
- Dylan Clyde Smith left Kanen Wealth Management Llc for Global Wealth Management Investment Advisory, Inc. (registered 2026-04-30)Apr 22, 2026 · Advisor changed firm · fact
- Dylan Clyde Smith left Singer Wealth Advisors Llc for Kanen Wealth Management Llc (registered 2023-03-29)Jan 26, 2023 · Advisor changed firm · fact
- Dylan Clyde Smith left Edelman Financial Engines for Singer Wealth Advisors Llc (registered 2022-09-22)Sep 14, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address