Dylan Smith has been an investment adviser representative at Global Wealth Management Investment Advisory since April 2026, and is not listed among the firm’s executive officers or direct owners. Dylan Smith holds a Bachelor of Science in Finance and Business Administration from The University of Alabama.
Global Wealth Management Investment Advisory, Inc. is a Fort Lauderdale, FL firm with $723M under management, 1,667 clients and 10 advisers across 5 offices, as of its March 2026 filing.
Dylan Smith is Wealth Advisor of Global Wealth Management. He works with individuals and families on portfolio construction, retirement income planning, risk management and long-term financial decision-making. Before joining the firm, he held a senior advisory and client relationship role at Kanen Wealth Management, where he led client portfolio review meetings and worked on portfolio positioning and retirement distribution planning.
Dylan Smith’s longest registration was 3 years at Kanen Wealth Management LLC (2023–2026). Before joining Global Wealth Management Investment Advisory in 2026, Dylan Smith was registered through Kanen Wealth Management LLC and Singer Wealth Advisors LLC.
- – present · under a yearFort Lauderdale, FL · Adviser representative · Firm CRD 286005
- Kanen Wealth Management LLC– · 3 yearsCoconut Creek, FL · Adviser representative · Firm CRD 282746
- Singer Wealth Advisors LLC– · under a yearBoca Raton, FL · Adviser representative · Firm CRD 317218
- Financial Engines Advisors L.L.C.– · under a yearBoynton Beach, FL · Adviser representative · Firm CRD 104510
Investment adviser representative registrations
Dylan Smith is registered as an investment adviser representative in Florida, since April 2026.
- FloridaSince 30 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 May 2022 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 April 2022 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 23 February 2022 |
| SIE | Securities Industry Essentials Examination | 18 November 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Dylan Clyde Smith
- CRD
- 7394238
- Firm
- Global Wealth Management Investment Advisory · CRD 286005
- Office
- 1301 EAST BROWARD BLVD, SUITE 200, Fort Lauderdale, FL 33301
- Registration
- Investment adviser registration
- In the industry since
- June 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- askglobalwealth.com
Where does Dylan Smith work?
Dylan Smith is an investment adviser representative registered through Global Wealth Management Investment Advisory, Inc. since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Dylan Smith a financial advisor?
Yes. Dylan Smith has a current investment-adviser registration in Florida, through Global Wealth Management Investment Advisory since April 2026.
How many years of experience does Dylan Smith have?
Dylan Smith has 4 years in the financial industry, since June 2022, across 4 adviser firms.
What exams has Dylan Smith passed?
Dylan Smith has passed 4 licensing exams: the SIE, Series 6TO, Series 63 and Series 65. The earliest, the SIE, was passed in November 2021.
Where did Dylan Smith work before Global Wealth Management Investment Advisory?
Before Global Wealth Management Investment Advisory, Dylan Smith was registered through Kanen Wealth Management LLC, March 2023 to April 2026; Singer Wealth Advisors LLC, September 2022 to January 2023; Financial Engines Advisors L.L.C., May 2022 to September 2022.
Where is Dylan Smith based?
Dylan Smith’s registered office is in Fort Lauderdale, FL.
Is Dylan Smith registered with FINRA?
No. Dylan Smith has no current broker registration.
How can I verify Dylan Smith’s record?
Search CRD 7394238 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dylan Smith’s full registration record.
- Lejeana LoveChief Compliance Officer
Christopher ConnessDirector- John ThomasCIO
- Andrew CostaCEO