Daniel Granucci, financial advisor Newtown CT

Daniel Granucci

CRD Number: 4968727
Current Firm: Iron Path Wealth Management, Inc.

Daniel Granucci (CRD# 4968727) is an Investment Advisor Representative working at Iron Path Wealth Management, Inc. in Newtown, CT and has over 18 years of experience in the finance industry. Daniel Granucci has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Iron Path Wealth Management, Inc. Newtown, CT Feb 2020 - Current 4
Feehan Financial Services Binghamton, NY Aug 2018 - Aug 2020 2
Reby Advisors Danbury, CT Jan 2015 - May 2018 3
Webster Investment Services Waterbury, CT Jun 2006 - Jan 2015 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2005
S65 NASAA Investment Advisors Law Examination Feb 2009
Contact Info for Daniel L. Granucci
Phone Number: 203-506-6892
Registered State(s):
  • CT
  • NY
Current Firm Details
Iron Path Wealth Management, Inc.
Firm's CRD Number: 309149
By the Numbers
  • Total Assets Under Management
    32
    MILLIONS
  • Total Number of Accounts
    119
    ACCOUNTS
  • Average Account Value
    $270,219
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

CT, NY

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