Daniel Shane, financial advisor Ivoryton CT

Daniel Shane

CRD Number: 2671683
Current Firm: Essex Asset Advisors Inc.

Daniel Shane (CRD# 2671683) is an Investment Advisor Representative working at Essex Asset Advisors Inc. in Ivoryton, CT and has over 37 years of experience in the finance industry.

Essex Asset Advisors specializes in distressed asset backed securities

CONTACT
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Professional Designations
Company Name Location Dates Years
Essex Asset Advisors Inc. Ivoryton, CT Nov 2011 - Current 9
Retired Ivoryton, CT Apr 2009 - Current 11
Gr-neam Farmington, CT May 1986 - Current 34
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2012
Contact Info for Daniel C. Shane
Phone Number: 860-581-8437
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    60
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $60,000,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States

CT

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