Nicholas Patrick Smutney

Current Employers

Employment History

• 03/2017 → 10/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pittsburgh, PA
• 05/2016 → 11/2016
  Oakmont Country Club
  Oakmont, PA
• 01/2017 → 03/2017
  Yeamans Hall Club
  Charleston, SC
• 11/2016 → 01/2017
  Unemployed
  Pittsburgh, PA
• 08/2013 → 05/2017
  The Pennsylvania State University
  State College, PA
• 09/2017 → 10/2018
  Bank Of America, N.A.
  Pittsburgh, PA
• 12/2018 → 12/2019
  Citizens Securities, Inc.
  Kittanning, PA
• 12/2019 → 06/2022
  Pnc Investments
  Pittsburgh, PA
• 08/2022 → 01/2024
  Strategic Wealth Designers
  Tampa, FL
• 02/2024 → Present
  Dsf Wealth Management
  Bridgeville, PA
• 02/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-10-07 → 2024-01-29
  Strategic Wealth Investment Group, Llc
  Tampa, FL
  Louisville, KY
• 2020-01-24 → 2022-06-08
  Pnc Wealth Management Llc
  Pittsburgh, PA
  Mckees Rock, PA
• 2018-12-26 → 2019-12-17
  Citizens Securities, Inc.
  Butler, PA
  Butler, PA
  Saxonburg, PA
  Sarver, PA
  Kittanning, PA
  Butler, PA
  Monroeville, PA
• 2017-08-21 → 2018-10-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pittsburgh, PA

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 4/2018 APX NUMBER OF HOURS PER WEEK: 6 APX NUMBER OF HOURS DURING TRADING HOURS: 2 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: DSF WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ACTIVELY MANAGING ALL ASPECTS OF RETIREMENT FOR CLIENTS START DATE: 2/2024 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: AID IN PREPARING FINANCIAL PLANS AND RECOMMENDATIONS FOR NEW AND EXISTING CLIENTS;

Exams

• S66 Uniform Combined State Law Examination
  2017-08-18

Designations

Other Names

• Nicholas Smutney