Daniel Hickey (CRD# 2076001) is an Investment Advisor Representative working at Shelter Rock Management, LLC in Bronx, NY and has over 33 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dl Real Estate Advisors, LLC | New York, NY | Jun 2023 - Current | < 1 |
| Shelter Rock Management, LLC | Jericho, NY | Oct 2022 - Current | 1 |
| Houlihan Lawrence | Rye Brook, NY | Nov 2015 - Jun 2023 | 7 |
| Stepping Stones Management, LLC | New York, NY | Nov 2005 - Sep 2022 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1990 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- NY
-
Total Assets Under Management173MILLIONS
-
Total Number of Accounts272ACCOUNTS
-
Average Account Value$636,207
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, MO, NY, SC
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