Daniel Traub (CRD# 3091754) is an Investment Advisor Representative working at Tempo Financial Advisors, LLC in Needham, MA and has over 25 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tempo Financial Advisors, LLC | Natick, MA | Jun 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1998 |
- MA
-
Total Assets Under Management79MILLIONS
-
Total Number of Accounts65ACCOUNTS
-
Average Account Value$1,219,600
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
MA
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