Daniel Smith
Piedmont Trust · Greenboro, North Carolina
Daniel Smith is a fee-only financial advisor at Piedmont Trust in Greenboro, North Carolina, who holds the CFP and CFA credentials. Daniel focuses on estate & legacy planning, tax planning and family wealth transfer. Piedmont Trust reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Piedmont Trust |
|---|---|
| Based in | Greenboro, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $495.6M across 223 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in NC, TX · CRD 6577973 |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.piedmonttrust.com |
| Profile |
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Questions about Daniel
Is Daniel Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Piedmont Trust reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Piedmont Trust, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Daniel Smith based?
Daniel Smith is based in Greenboro, North Carolina.
What does Daniel specialize in?
Daniel's specialties include estate & legacy planning, tax planning and family wealth transfer. Daniel works with multi-generational families.
What credentials does Daniel Smith hold?
Daniel Smith holds the CFP and CFA credentials.
Is Daniel Smith registered with the SEC?
Yes. Daniel Smith is registered as an investment adviser representative in NC and TX (CRD 6577973), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Piedmont Trust manage?
Piedmont Trust reports $495.6M across 223 accounts in assets under management.
How do I contact Daniel Smith?
Through Daniel's website, www.piedmonttrust.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Piedmont Trust website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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