Daniel Barton, financial advisor Boulder CO

Daniel Barton

CRD Number: 5857432
Current Firm: Crestone Asset Management LLC

Daniel Barton (CRD# 5857432) is an Investment Advisor Representative working at Crestone Asset Management LLC in Boulder, CO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Crestone Capital LLC Boulder, CO Jun 2018 - Current 4
Crestone Capital LLC Boulder, CO Oct 2017 - May 2018 < 1
University Of Colorado Boulder Boulder, CO Aug 2016 - May 2018 1
Goldman Sachs New York City, NY Jun 2017 - Aug 2017 < 1
Down River Equipment Wheat Ridge, CO Jan 2016 - Aug 2016 < 1
Unemployed/travel Denver, CO Mar 2015 - Dec 2015 < 1
Homeadvisor Golden, CO Dec 2013 - Feb 2015 1
Unemployed Denver, CO Oct 2013 - Nov 2013 < 1
Buffalo Joe's Whitewater Rafting Buena Vista, CO Feb 2013 - Sep 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2020
Contact Info for Daniel W. Barton
Phone Number: 303-442-4447
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    4,175
    MILLIONS
  • Total Number of Accounts
    665
    ACCOUNTS
  • Average Account Value
    $6,277,450
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, FL, KS, MA, MT, OH, TX, UT

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