Daniel DionneCRD Number: 5571813
Current Firm: Global Portfolio Strategies, Inc.
Daniel Dionne (CRD# 5571813) is an Investment Advisor Representative working at Global Portfolio Strategies, Inc. in Hartford, CT and has over 8 years of experience in the finance industry.
Barron Financial Group, LLP
Springboard Asset Management LLC
|Global Portfolio Strategies, Inc.||Hartford, CT||Oct 2012 - Current||4|
|Prudential Investment Management Services||Hartford, CT||Nov 2010 - Current||6|
|Prudential Insurance Company Of America||Hartford, CT||Nov 2010 - Current||6|
|Unemployed||Vernon, CT||Jan 2010 - Oct 2010||< 1|
|Merrill Lynch||Hartford, CT||Jul 2008 - Dec 2009||1|
|Englert, Inc.||Wallingford, CT||Sep 2001 - Jul 2008||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management3,090MILLIONS
Total Number of Accounts385ACCOUNTS
Average Account Value$8,026,875
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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