Daniel Streeter, financial advisor Colchester VT

Daniel Streeter

CRD Number: 5061648
Current Firm: Esi Financial Advisors

Daniel Streeter (CRD# 5061648) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Equity Services, Inc. Montpelier, VT Apr 2006 - Current 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Daniel J. Streeter
Phone Number: 800-344-7437
Registered State(s):
  • VT
By the Numbers
  • Total Assets Under Management
    1,759
    MILLIONS
  • Total Number of Accounts
    9,572
    ACCOUNTS
  • Average Account Value
    $183,731
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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