Daniel StraussCRD Number: 6050764
Current Firm: Ameriprise Financial Services, Inc.
Daniel Strauss (CRD# 6050764) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Fairfax, VA and has over 5 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Ameriprise Financial Services, Inc.||Fairfax, VA||Aug 2012 - Current||4|
|Unemployed||Washington, DC||Jun 2012 - Aug 2012||< 1|
|Firstcommand Financial Services||Arlington, VA||Feb 2012 - Jun 2012||< 1|
|Virginia Tech||Blacksburg, VA||Sep 2011 - Dec 2011||< 1|
|Dormchoices.com LLC||Bethesda, MD||May 2011 - Aug 2011||< 1|
|Virginia Tech||Blacksburg, VA||Sep 2010 - Apr 2011||< 1|
|Nalu Bar And Grill||Dewey Beach, DE||May 2010 - Aug 2010||< 1|
|Virginia Tech||Washington, DC||Sep 2009 - Apr 2010||< 1|
|Federal Trade Commission||Washington, DC||Jun 2009 - Aug 2009||< 1|
|Virginia Tech||Washington, DC||Sep 2008 - Apr 2009||< 1|
|Gary's Dewey Beach Grill||Dewey Beach, DE||May 2008 - Aug 2008||< 1|
|Virginia Tech||Blacksburg, VA||Sep 2007 - Apr 2008||< 1|
|Gary's Dewey Beach Grill||Dewey Beach, DE||May 2007 - Aug 2007||< 1|
|Wilson Sr. High School||Washington, DC||Sep 2006 - Apr 2007||< 1|
|Gary's Dewey Beach Grill||Dewey Beach, DE||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2012|
|S65||NASAA Investment Advisors Law Examination||Oct 2012|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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