Daniel Lidawer, financial advisor Chicago IL
93 score

Daniel Lidawer

CRD Number: 1877045
Current Firm: Cresset Wealth Advisors

Daniel Lidawer (CRD# 1877045) is an Investment Advisor Representative working at Cresset Wealth Advisors in Chicago, IL and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Alton Wealth Advisers Llc Dba Cresset Asset Management Chicago, IL Apr 2017 - Current 1
Rdm Investment Services, Inc. Chicago, IL May 2016 - Apr 2017 < 1
Hightower Securities, LLC Chicago, IL Mar 2008 - Apr 2017 9
Hightower Advisors, LLC Chicago, IL Mar 2008 - Apr 2017 9
The Endeavor Companies, LLC Deerfield, IL Nov 2005 - Mar 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1988
S65 NASAA Investment Advisors Law Examination Sep 1999
S66 NASAA Uniform Combined State Law Examination Dec 2009
Contact Info for Daniel B. Lidawer
Phone Number: 312-638-5866
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    102
    MILLIONS
  • Total Number of Accounts
    88
    ACCOUNTS
  • Average Account Value
    $1,164,671
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, IL

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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