Daniel Confreda (CRD# 7088329) is an Investment Advisor Representative working at Private Advisor Group, LLC in New Rochelle, NY and has 1 year of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Advisor Group, LLC | Morristown, NJ | May 2023 - Current | 1 |
| Lpl Financial LLC | New Rochelle, NY | Apr 2022 - Current | 2 |
| Pricewaterhousecoopers LLP | New York, NY | Jul 2020 - Apr 2022 | 1 |
| Doordash | Poughkeepsie, NY | Mar 2020 - Jul 2020 | < 1 |
| Marist College | Poughkeepsie, NY | Aug 2016 - May 2020 | 3 |
| Morgan Stanley | Poughkeepsie, NY | Mar 2019 - Jan 2020 | < 1 |
| Marist College Admissions | Poughkeepsie, NY | Sep 2016 - Mar 2019 | 2 |
| Garen & Company LLC | Englewood Cliffs, NJ | Jun 2015 - Jan 2019 | 3 |
| Park Ridge High School / Middle School | Park Ridge, NJ | Sep 2010 - Jun 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- NY
-
Total Assets Under Management31,536MILLIONS
-
Total Number of Accounts122,156ACCOUNTS
-
Average Account Value$258,160
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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 derived from SEC.gov data covering 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.
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.