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.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 3073220
Meridian Wealth Management LLC
| 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 |
- CO
-
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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