Daniel Vass, financial advisor Lafayette Hill PA
90 score

Daniel Vass

CRD Number: 6119594
Current Firm: Vass Financial Strategies

Daniel Vass (CRD# 6119594) is an Investment Advisor Representative working at Vass Financial Strategies in Lafayette Hill, PA and has over 3 years of experience in the finance industry.

Similar Advisors
Thomas McKeon, financial advisor Lafayette Hill PA
Thomas F. McKeon
CRD# 2261840
Clothier Springs Capital Management, LLC
Similar Advisors
Jeffrey Jones, financial advisor Lafayette Hill PA
Jeffrey R. Jones
CRD# 5348132
Cypress Financial Planning
Similar Advisors
Richard Welch, financial advisor Lafayette Hill PA
Richard M. Welch
CRD# 5955239
Academy Wealth Advisers, LLC
Company Name Location Dates Years
Vass Financial Strategies Lafayette Hill, PA Aug 2015 - Current 1
Mycio Wealth Partners, LLC Philadelphia, PA May 2015 - Aug 2015 < 1
Rosenzweig & Associates Wayne, PA Sep 2014 - May 2015 < 1
Wfg Investments, Inc. Wayne, PA Sep 2012 - May 2015 2
Rosenzweig & Associates Wealth Management Group Wayne, PA Sep 2012 - Sep 2014 2
Temple University James E. Beasley School Of Law Philadelphia, PA Jun 2010 - May 2013 2
The Neve Group, Ltd. Plymouth Meeting, PA Jan 2012 - Sep 2012 < 1
United States District Court Philadelphia, PA May 2011 - Aug 2011 < 1
Ursinus College Collegeville, PA Aug 2007 - May 2010 2
Montgomery County Court Of Common Pleas Norristown, PA May 2009 - Aug 2009 < 1
Rbc Dain Rauscher Conshohocken, PA May 2007 - Aug 2007 < 1
Chestnut Hill Academy Philadelphia, PA May 2003 - Jul 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Daniel P. Vass
Phone Number: 610-828-9536
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.