Daniel Menton (CRD# 3150043) is an Investment Advisor Representative working at Flagstar Advisors, Inc. in Jackson Heights, NY and has over 25 years of experience in the finance industry. Daniel Menton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Flagstar Advisors/flagstar Bank | Jackson Heights, NY | Apr 2023 - Current | 1 |
| Signature Securities Group Corp./signature Bank | Jackson Heights, NY | Aug 2012 - Apr 2023 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2004 |
- NY
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Total Assets Under Management967MILLIONS
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Total Number of Accounts1,588ACCOUNTS
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Average Account Value$608,723
- A percentage of assets under your management
- 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)
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