Daniel Reuben (CRD# 7265409) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 3 years of experience in the finance industry. Daniel Reuben 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# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pathstone | Bellevue, WA | Jul 2023 - Current | < 1 |
| Pathstone | Bellevue, WA | Jun 2021 - Jul 2023 | 2 |
| Mutual Of Omaha Investor Services | Lexington, KY | Nov 2020 - Jun 2021 | < 1 |
| Mutual Of Omaha Insurance Company | Lexington, KY | Jul 2020 - Nov 2020 | < 1 |
| Unemployed | Mukilteo, WA | Jul 2020 - Jul 2020 | < 1 |
| Full Time Student | Lexington, KY | Jun 2016 - Jun 2020 | 4 |
| Full Time Student | Bellevue, WA | Jun 2015 - May 2016 | < 1 |
| Full Time Student | Mukilteo, WA | Oct 2010 - May 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2021 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2020 |
- WA
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Total Assets Under Management48,258MILLIONS
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Total Number of Accounts25,825ACCOUNTS
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Average Account Value$1,868,660
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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