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David Mitchel Smith

Investment Adviser Representative at BLUECHIP WEALTH ADVISORS LLC

Milton, GACRD #4235935Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
25 yrs
States Registered
2 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
GeorgiaTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/16/2019
Series 63
Uniform Securities Agent State Law Examination
Passed 12/27/2000
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/30/2002
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 11/22/2000

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Under $1,000,0001.75%
$1,000,000 - $2,999,9991.50%
$3,000,000+0.00%
Source

Bluechip Wealth Advisors LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BLUECHIP WEALTH ADVISORS LLCCurrent
5/17/2019Milton, GA
ARKADIOS CAPITAL
11/21/20212/27/2026Milton, GA
TRIAD ADVISORS LLC
5/15/201911/24/2021Milton, GA
CCO CAPITAL, LLC
1/7/201112/17/2018Phoenix, AZ
INLAND SECURITIES CORPORATION
8/22/200712/23/2010Oak Brook, IL
WELLS INVESTMENT SECURITIES,INC.
7/30/20027/24/2007Norcross, GA
ONE ORCHARD EQUITIES, INC.
11/24/20006/19/2002Greenwood Village, CO

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at BLUECHIP WEALTH ADVISORS LLC

5 other advisors in the directory

View BLUECHIP WEALTH ADVISORS LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Mitchel Smith has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

David Mitchel Smith - Financial Advisor in Milton, GA | AdvisorFinder