Signature Wealth Partners is an independent wealth management and retirement planning practice with offices on West Sand Lake Road in Orlando's Doctor Phillips corridor and on West Plant Street in Winter Garden, Florida. Led by Managing Partner Daniel A. Smith IV, CFP®, ChFC®, CLU®, CEPA, and Partner Todd A. Bryant, CFP®, ChFC®, CLU®, AIF®, the firm serves retirees, business owners, and families across Southwest Orlando, Windermere, Doctor Phillips, and Winter Garden with fiduciary portfolio management, retirement income distribution planning, and legacy preservation.
Official Verification Sources: SEC Investment Adviser Public Disclosure (Daniel A. Smith IV); SEC Investment Adviser Public Disclosure (Todd A. Bryant); Signature Wealth Partners Official Website
Issuer: CFP Board / FINRA / SEC
Notes: Managing Partner Daniel Aaron Smith IV (CRD #2870778, CFP®, ChFC®, CLU®, CASL, CEPA) and Partner Todd A. Bryant (CRD #5004759, CFP®, ChFC®, CLU®, AIF®).
Issuer: Securities and Exchange Commission (SEC)
Notes: Investment advisory services are offered through Raymond James Financial Services Advisors, Inc., an SEC-registered investment adviser (CRD #149018, SEC File #801-69815).
Factual details and direct answers about Signature Wealth Partners's services, licensing, and credentials.
What credentials do the partners at Signature Wealth Partners hold?
Managing Partner Daniel A. Smith IV (CRD #2870778) holds the CFP®, ChFC®, CLU®, CASL, and CEPA designations, and Partner Todd A. Bryant (CRD #5004759) holds the CFP®, ChFC®, CLU®, and Accredited Investment Fiduciary (AIF®) credentials.
How are Signature Wealth Partners' investment advisory services regulated?
Advisory services are offered through Raymond James Financial Services Advisors, Inc., an SEC-registered investment adviser (CRD #149018, SEC File #801-69815), with securities offered through Raymond James Financial Services, Inc.
Where are Signature Wealth Partners' offices located in Orange County?
The primary Orlando office is located at 7380 West Sand Lake Road, Suite 405, in Doctor Phillips (Orlando, FL 32819), with a second West Orange office at 446 West Plant Street, Suite 2, in Winter Garden, FL 34787.
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