Daniel Rogowski
CRD Number: 5992688Current Firm: Harman Rogowski & Associates
Compensation Model: Fee Only
Daniel Rogowski (CRD# 5992688) is an Investment Advisor Representative working at Harman, Rogowski, & Associates in Mckinney, TX and has over 12 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| University Of California, Berkeley | Berkeley, CA | Sep 2022 - Current | 1 |
| Data Storytellers | Frisco, TX | Jan 2021 - Current | 3 |
| Capital Data Science Llc Dba Harman Rogowski & Associates | Mckinney, TX | Aug 2013 - Current | 10 |
| Rice University | Houston, TX | Sep 2019 - May 2022 | 2 |
| Harvard University | Cambridge, MA | Feb 2012 - May 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2012 |
| S65 | NASAA Investment Advisors Law Examination | May 2012 |
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Total Assets Under Management98MILLIONS
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Total Number of Accounts454ACCOUNTS
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Average Account Value$215,968
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, TX
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