Daniel Adam Nesmith

Employer firm

Madison Avenue Securities, LLC CRD 23224

$2.02B regulatory AUM 31 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2010 → Present
  Madison Avenue Securities, Inc.
  San Diego, CA
• 08/2009 → Present
  Security First Asset Management
  Macon, GA
• 07/2009 → 07/2021
  William Danner Agencyâ
  Dublin, GA

Other Businesses

1). NAME: SECURITY FIRST ASSET MGMT, SALES OF LIFE/HEALTH INSURANCE AND ANNUITIES, 30% OF TIME, 4875 Riverside Drive Macon, GA , INVESTMENT-RELATED. START DATE 07/2009; POSITION: Owner/ CE 2). NAME OF BUSINESS: THE SHADE TREES POSITION: MUSIC RECORDING & PERFORMACES FOR THE BAND, THE SHADE TREES. 5- 10 HOURS ON WEEKENDS. DESCRIPTION: I PERFORM IN A MUSIC GROUP 3 TO 4 TIMES A MONTH. START DATE 01/2022 3). NAME: ESTATE DOCS PRO: NATURE ESTATE PLANNING: DUTIES: REFER CLIENT APPLICATIONS TO ESTATE DOCS PRO. HOURS: 1-2 PER WEEK: STATE DATE 10/2022 4) NAME: LAND LEASE: POSITION SOLE PROPRIETOR: NATURE LEASE LANDED OWNED BY ADVISER. 5) NAME: NESMITH REAL ESTATE HOLDINGS LLC: POSITION: OWNER, LANDLORD: NATURE REAL ESTATE INVESTMENT FOR HOUSING RENTALS: HOURS 5-10 WEEKLY: START DATE: 3/2023. 6) NAME OF BUSINESS: SFAM MEDICARE SOLUTIONS, LLC; ADDRESS: 1202 HILLCREST PKWY, SUITE B, DUBLIN, GA31021; INVESTMENT RELATED: NO; POSITION: INSURANCE AGENCY - PART OWNER; DUTIES: OFFER MEDICARE/SENIOR HEALTH INSURANCE PRODUCTS AND WILL SOLICIT BUSINESS IN THE AREA AND REFER TO OTHER AGENTS WHO WORK WITH THE AGENCY; HOURS PER WEEK: 5 HOURS PER WEEK; START DATE: 8/1/2023.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-07-11
• S63 Uniform Securities Agent State Law Examination
  2010-06-25