Daniel Clendenin, financial advisor Fredericksburg VA

Daniel Clendenin

CRD Number: 5379874
Current Firm: Cary Street Partners

Daniel Clendenin (CRD# 5379874) is an Investment Advisor Representative working at Cary Street Partners in Fredericksburg, VA and has over 16 years of experience in the finance industry.

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Stifel, Nicolaus & Company, Incorporated
Company Name Location Dates Years
Cary Street Partners LLC Fredericksburg, VA Jun 2007 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Daniel W. Clendenin
Phone Number: (804) 340-8100
Registered State(s):
  • NC
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    5,512
    MILLIONS
  • Total Number of Accounts
    11,387
    ACCOUNTS
  • Average Account Value
    $484,102
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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