Hans Smith has been an investment adviser representative at SilverLake Wealth Management since June 2025, and is not listed among the firm’s executive officers or direct owners. Hans Smith holds a Degree in Economics and Business from the University of Vermont.
Silverlake Wealth Management LLC is a Williston, VT firm with $849M under management, 1,072 clients and 11 advisers across 5 offices, as of its July 2026 filing.
Hans Smith is Financial Advisor of SilverLake Wealth Management. He spent several years piloting corporate jets and turboprops before entering the investment world in 2014. He has spent over a decade building cost-efficient, tax-aware portfolios aligned with each client's goals.
Hans Smith’s longest registration was 8 years at One Day in July LLC (2017–2025). Before joining SilverLake Wealth Management in 2025, Hans Smith was registered through One Day in July LLC and Thornton Investment Management PLLC.
- – present · 1 yearBurlington, VT · Adviser representative · Firm CRD 165525
- One Day in July LLC– · 8 yearsBurlington, VT · Adviser representative · Firm CRD 284335
- Thornton Investment Management PLLC– · 2 yearsSouth Burlington, VT · Adviser representative · Firm CRD 159194
Investment adviser representative registrations
Hans Smith is registered as an investment adviser representative in Vermont, since June 2025.
- VermontSince 18 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 March 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Hans Frederick Smith
- CRD
- 6322329
- Firm
- SilverLake Wealth Management · CRD 165525
- Office
- 50 LAKESIDE AVE, Burlington, VT 05482
- Registration
- Investment adviser registration
- In the industry since
- May 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- silverlakewealth.com
Where does Hans Smith work?
Hans Smith is an investment adviser representative registered through Silverlake Wealth Management LLC since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Hans Smith a financial advisor?
Yes. Hans Smith has a current investment-adviser registration in Vermont, through SilverLake Wealth Management since June 2025.
How many years of experience does Hans Smith have?
Hans Smith has 12 years in the financial industry, since May 2014, across 3 adviser firms.
What exams has Hans Smith passed?
Hans Smith passed the Series 65 in March 2014.
Where did Hans Smith work before SilverLake Wealth Management?
Before SilverLake Wealth Management, Hans Smith was registered through One Day in July LLC, January 2017 to June 2025; Thornton Investment Management PLLC, April 2014 to January 2017.
Where is Hans Smith based?
Hans Smith’s registered office is in Burlington, VT.
Is Hans Smith registered with FINRA?
No. Hans Smith has no current broker registration.
How can I verify Hans Smith’s record?
Search CRD 6322329 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Hans Smith’s full registration record.
