Daniel SaundersCRD Number: 6257252
Current Firm: Capital Fiduciary Advisors, LLC
Daniel Saunders (CRD# 6257252) is an Investment Advisor Representative working at Capital Fiduciary Advisors, LLC in Reston, VA and has over 3 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Capital Fiduciary Advisors, LLC||Reston, VA||Mar 2011 - Current||5|
|Raspberry Falls Golf And Hunt Club||Leesburg, VA||Jun 2010 - Dec 2010||< 1|
|Unemployed||Leesburg, VA||Jan 2010 - Jun 2010||< 1|
|Sharmac Capital Management, LLC||Chicago, IL||Jun 2009 - Dec 2009||< 1|
|University Of Virginia||Charlottesville, VA||Aug 2005 - Jul 2009||3|
|James River Capital||Richmond, VA||May 2008 - Aug 2008||< 1|
|Sharmac Capital Management||Chicago, IL||May 2007 - Aug 2007||< 1|
|Ida Lee Recreational Center||Leesburg, VA||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2013|
Total Assets Under Management463MILLIONS
Total Number of Accounts893ACCOUNTS
Average Account Value$518,004
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
DC, MD, TX, VA, WV
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