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 5 years of experience in the finance industry.

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Company Name Location Dates Years
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
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


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