Daniel Saunders, financial advisor Reston VA
89 score

Daniel Saunders

CRD 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 4 years of experience in the finance industry.

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Company Name Location Dates Years
Capital Fiduciary Advisors, LLC Reston, VA Mar 2011 - Current 6
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
Contact Info for Daniel H. Saunders
Phone Number: 703-871-5961
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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