D. DanielCRD Number: 3118923
Current Firm: Citizens Securities, Inc.
D. Daniel (CRD# 3118923) is an Investment Advisor Representative working at Citizens Securities, Inc. in Plymouth Meeting, PA and has over 5 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Citizens Securities Inc.||Plymouth Meeting, PA||Jun 2016 - Current||1|
|Bank Of America, N.a.||Philadelphia, PA||Nov 2013 - Jun 2016||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Philadelphia, PA||Mar 2013 - Jun 2016||3|
|Rmr Wealth Management, LLC||New York, NY||Apr 2012 - Mar 2013||< 1|
|Dvfg Advisors, LLC||King Of Prussia, PA||Nov 2010 - Apr 2012||1|
|Massmutual Financial Group||Horsham, PA||Mar 2009 - Nov 2010||1|
|Self Employed||Lansdale, PA||Nov 2008 - Mar 2009||< 1|
|Old Lane LP||New York, NY||Jan 2007 - Nov 2008||1|
|Goldman Sachs Group||Princeton, NJ||Sep 2005 - Jan 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2013|
|S63||Uniform Securities State Law Examination||Mar 2012|
Total Assets Under Management27,379MILLIONS
Total Number of Accounts19,253ACCOUNTS
Average Account Value$1,422,068
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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