Glen Smith

Home > Financial Advisor Directory > texas > flower mound

About Glen Smith

Glen Smith is the CEO and Chief Investment Officer of GDS Wealth Management, bringing more than two decades of experience in the financial services industry. He earned his bachelors degree in Management and International Business from Sonoma State University and holds the CERTIFIED FINANCIAL PLANNER" (CFP®) certification as well as the Chartered Retirement Planning Counselor" (CRPC®) designation.

As founder, CEO, and CIO, Glen is most proud of the client-focused culture GDS Wealth Management has builtone rooted in service, integrity, and accountability. He leads the firm with a philosophy of servant leadership and a strong commitment to delivering thoughtful, personalized client care.

Glen is a frequent source of market insight and industry perspective and has been quoted in national publications including The New York Times, The Wall Street Journal, Barrons, CNBC, Investors Business Daily, and The New York Post. He has also appeared in interviews with Fox Business, BBC News, The Schwab Network, BNN Bloomberg, Reuters, and Cheddar TV. Since 2019, Glen has been recognized on Forbes Best-in-State Wealth Advisors list by SHOOK Research.

See Disclosures

General Information

Firm Start Year

2017

No. of Employees

20-49

CRD#

4801922

Firm CRD#

315934

Name of Custodial Firm

Raymond James

States Licensed in

TX, CA, LA, FL, OK

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Glen Smith has more than two decades of experience as a financial advisor specializing in wealth management and financial planning. Prior to founding GDS Wealth Management, he served as a Senior Vice President and Financial Advisor with Merrill Lynch. As the founder, CEO, and Chief Investment Officer at GDS Wealth Management, Glen continues to work directly with clients, providing financial planning, investment management, and legacy planning services, while also overseeing the firms strategic direction and investment philosophy. In 2020, he was approved by the National Football League Players Association (NFLPA) to act as a Registered Player Financial Advisor.

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning for Businesses, Financial Planning for Individuals, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Financial Advice & Consulting, Investment Advice & Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CRPC^®, CFP^®, CRPC^®

Securities Licenses

Series 66

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

1,041,245,248

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$1,000,000

Compensation Methods

Based on Assets

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=780767

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890934/paladinregistry-GDS-Wealth-Management-detailed-disclosure.html

Disclaimer

GDS Wealth Management is an investment adviser in Flower Mound, TX. GDS Wealth Management is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. GDS Wealth Management only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of GDS Wealth Management's current written disclosure brochure filed with the SEC which discusses among other things, GDS Wealth Management 's business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov.

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

GDS Wealth Management