Daniel Friedman, financial advisor Farmington CT

Daniel Friedman

CRD Number: 2000690
Current Firm: Wealth Management Group Of North America, LLC

Daniel Friedman (CRD# 2000690) is an Investment Advisor Representative working at Wealth Management Group Of North America, LLC in Farmington, CT and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Wealth Management Group Of North America, LLC Farmington, CT Aug 1995 - Current 27
Triad Advisors, Inc. Norcross, GA Nov 2014 - May 2017 2
National Planning Corporation El Segundo, CA Apr 2009 - Nov 2014 5
Lexco Wealth Management, Inc. Tarrytown, NY May 2009 - Jan 2013 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2004
S65 NASAA Investment Advisors Law Examination May 1997
Contact Info for Daniel J. Friedman
Phone Number: 860-679-5255
Registered State(s):
  • CT
  • FL
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
Types of Clients
Registered States


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