Daniel Preslar (CRD# 4678872) is an Investment Advisor Representative working at Redwood Wealth Management, LLC in Santa Monica, CA and has over 19 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 1618 Advisors LLC | Charlotte, NC | Apr 2024 - Current | < 1 |
| Daniel Preslar, Sole Proprietor | Charlotte, NC | Sep 2015 - Current | 8 |
| Purshe Kaplan Sterling Investments | Albany, NY | Sep 2015 - Current | 8 |
| Drp Partners LLC | Charlotte, NC | Jan 2008 - Current | 16 |
| Redwood Wealth Management, LLC | Charlotte, NC | Apr 2015 - Mar 2024 | 8 |
| Nms Capital Advisors, LLC | Beverly Hills, CA | Apr 2015 - Sep 2015 | < 1 |
| Lpl Financial LLC | Charlotte, NC | Dec 2007 - Apr 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2004 |
- NC
-
Total Assets Under Management381MILLIONS
-
Total Number of Accounts444ACCOUNTS
-
Average Account Value$858,108
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, GA, LA, MI, NC, OH, SC, TX
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