Daniel VassCRD 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 5 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Vass Financial Strategies||Lafayette Hill, PA||Aug 2015 - Current||2|
|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|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2013|
Total Assets Under Management6MILLIONS
Total Number of Accounts21ACCOUNTS
Average Account Value$294,286
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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