Daniel Wanzenberg (CRD# 2524671) is an Investment Advisor Representative working at Moody Aldrich Partners, LLC in Marblehead, MA and has over 28 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Moody Aldrich Partners, LLC | Marblehead, MA | Jul 2023 - Current | < 1 |
| Aps Labs, LLC | Chicago, IL | Jan 2019 - Jul 2023 | 4 |
| Belridge Capital, LLC | Chicago, IL | Jul 2014 - Jan 2019 | 4 |
| Wanzenberg Partners, LLC | Chicago, IL | Sep 2009 - Jul 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1995 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1996 |
- IL
-
Total Assets Under Management802MILLIONS
-
Total Number of Accounts433ACCOUNTS
-
Average Account Value$1,852,952
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, FL, IL, MA, NE
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