Daniel FlathCRD Number: 6779657
Current Firm: Circle Wealth Management, LLC
Daniel Flath (CRD# 6779657) is an Investment Advisor Representative working at Circle Wealth Management, LLC in New York, NY and has over 11 years of experience in the finance industry. Daniel Flath has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Financial Life Focus, LLC
|Circle Wealth Management||Summit, NJ||Jun 2015 - Current||8|
|Circle Wealth Management||Summit, NJ||Jan 2011 - Jun 2015||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2011|
Total Assets Under Management6,551MILLIONS
Total Number of Accounts1,235ACCOUNTS
Average Account Value$5,304,597
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CT, FL, IL, MA, NJ, NY, PA, SC, TX, UT
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