Daniel Tobias (CRD# 6365351) is an Investment Advisor Representative working at Passport Wealth Management in Cornelius, NC and has 1 year of experience in the finance industry. Daniel Tobias 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.
CRD# 2867492
Defender Capital
CRD# 5753288
Morgan Stanley
CRD# 6172815
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Passport Wealth Management, LLC | Charlotte,, NC | Jun 2018 - Current | 5 |
| Davidson Capital | Davidson, NC | Feb 2016 - Jun 2018 | 2 |
| Cairn Strategic LLC | Davie, FL | Nov 2015 - Jan 2016 | < 1 |
| Tobias Financial Advisors, Inc. | Plantation, FL | Mar 2011 - Oct 2015 | 4 |
- NC
- TX
-
Total Assets Under Management72MILLIONS
-
Total Number of Accounts320ACCOUNTS
-
Average Account Value$224,824
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
NC, 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.