Daniel BartonCRD 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.
Motley Fool Wealth Management, LLC
Meridian Wealth Management LLC
|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|
Total Assets Under Management4,175MILLIONS
Total Number of Accounts665ACCOUNTS
Average Account Value$6,277,450
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
CA, CO, FL, KS, MA, MT, OH, TX, UT
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