Daniel Guy, financial advisor Conshohocken PA
88 score

Daniel Guy

CRD Number: 6369748
Current Firm: Almanack Investment Partners

Daniel Guy (CRD# 6369748) is an Investment Advisor Representative working at Almanack Investment Partners in Conshohocken, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Almanack Investment Partners West Conshohocken, PA Mar 2016 - Current < 1
Spire Investment Partners Narberth, PA Apr 2015 - Mar 2016 < 1
Forefront Analytics, LLC Oaks, PA May 2014 - Apr 2015 < 1
Sei Investments Oaks, PA Jul 2013 - Apr 2014 < 1
Financial, LLC Clarksville, MD Jun 2012 - Jun 2013 1
University Of Delaware Newark, DE Aug 2008 - May 2012 3
Nasdaq Rockville, MD Jun 2011 - Jan 2012 < 1
Atholton High School Columbia, MD Aug 2004 - May 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Daniel C. Guy
Phone Number: 3109241970
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    425
    MILLIONS
  • Total Number of Accounts
    470
    ACCOUNTS
  • Average Account Value
    $904,255
Compensation Options
  • A percentage of assets under your management
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

DE, LA, PA

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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