Danny SethCRD Number: 4431144
Current Firm: Capital Fluency
Danny Seth (CRD# 4431144) is an Investment Advisor Representative working at Capital Fluency in Irvine, CA and has over 3 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Capital Fluency||Irvine, CA||May 2019 - Current||3|
|Pimco||Newport Beach, CA||Aug 2015 - Feb 2019||3|
|Dasoma Capital||New York, NY||Nov 2014 - Aug 2015||< 1|
|Rsquared Capital||New York, NY||Apr 2013 - Nov 2014||1|
|Artio Global||New Your, NY||Jun 2010 - Apr 2013||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2019|
Total Assets Under Management6MILLIONS
Total Number of Accounts33ACCOUNTS
Average Account Value$182,364
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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
- Educational seminars/workshops
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