Daniel Maurer, financial advisor Castle Rock CO

Daniel Maurer

CRD Number: 1603058
Current Firm: Dwm Family Wealth

Daniel Maurer (CRD# 1603058) is an Investment Advisor Representative working at Dwm Family Wealth in Castle Rock, CO and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Dwm Family Wealth Ltd Castle Rock, CO Jan 2019 - Current 5
Fdx Capital LLC Greenwood Village, CO Sep 2018 - Mar 2019 < 1
James Alpha Advisors Greenwood Village, CO Sep 2018 - Mar 2019 < 1
Global Financial Private Capital, LLC Sarasota, FL Aug 2018 - Aug 2018 < 1
Dwm Wealth Management Castle Rock, CO Jul 2018 - Jul 2018 < 1
People's Untied Advisors, Inc. Bridgeport, CT Apr 2018 - Jun 2018 < 1
People's Securities, Inc. Bridgeport, CT Nov 2016 - Jun 2018 1
Gerstein Fisher New York, NY Aug 2012 - Nov 2016 4
Gfa Securities, LLC New York, NY Aug 2012 - Nov 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1990
S65 NASAA Investment Advisors Law Examination Jun 1995
S66 NASAA Uniform Combined State Law Examination Nov 2003
Contact Info for Daniel W. Maurer
Phone Number: 303-814-2349
Registered State(s):
  • CO
Current Firm Details
Dwm Family Wealth
Firm's CRD Number: 299949
By the Numbers
  • Total Assets Under Management
    25
    MILLIONS
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $757,576
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CO

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