Daniel Fay (CRD# 3233746) is an Investment Advisor Representative working at Stadion Money Management, LLC in North Andover, MA and has over 24 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Stadion Money Management | Watkinsville, GA | May 2018 - Current | 5 |
Financial Engines | Boston, MA | Feb 2015 - May 2018 | 3 |
Mml Distributors, LLC | Springfield, MA | May 2014 - Feb 2015 | < 1 |
Massmutual Life Insurance Company | Springfield, MA | Nov 2011 - Feb 2015 | 3 |
Mml Investors Services LLC | Springfield, MA | Nov 2011 - May 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1999 |
S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
- MA
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Total Assets Under Management2,333MILLIONS
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Total Number of Accounts50,984ACCOUNTS
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Average Account Value$45,757
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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, VT, WA, WI, WV, WY
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