Daniel Lew (CRD# 2152852) is an Investment Advisor Representative working at Dss Wealth Management, Inc. in Darien, CT and has over 31 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dss Wealth Management, Inc. | Darien, CT | May 2023 - Current | 1 |
| Secured Communications, Inc. | Reno, NV | Aug 2020 - May 2023 | 2 |
| Molon Labe Designs | Denver, CO | Jan 2018 - May 2023 | 5 |
| Mother Box, Llc Dba Ubreakifix | Darien, CT | Mar 2016 - Apr 2018 | 2 |
| Unemployed | Darien, CT | May 2015 - Mar 2016 | < 1 |
| John Hsu Capital Group, Inc. | New York, NY | May 2013 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1992 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1996 |
- TX
-
Total Assets Under Management29MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$29,000,000
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
CA, CT, NY, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.