Daniel Reeves (CRD# 7325963) is an Investment Advisor Representative working at Eaglestone Wealth Advisors, Inc. in Rockville, MD and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eaglestone Wealth Advisors, Inc. | Rockville, MD | Sep 2023 - Current | < 1 |
| Emerson Equity LLC | San Mateo, CA | May 2023 - Current | 1 |
| Eaglestone Wealth Advisors | Rockville, MD | Jan 2021 - Sep 2023 | 2 |
| Unemployed Due To Covid | Ashton, MD | Apr 2020 - Dec 2020 | < 1 |
| Bethesda Soccer Club | Bethesda, MD | Jun 2019 - Mar 2020 | < 1 |
| Umd Division Of Student Affairs - Office Of Dev. & External Rel. | College Park, MD | Feb 2019 - Feb 2020 | 1 |
| University Of Maryland | College Park, MD | Aug 2015 - Dec 2018 | 3 |
| Umd Men's Soccer Camp | College Park, MD | Jun 2015 - Jul 2018 | 3 |
| Primary Education - Sherwood High School | Sandy Spring, MD | Aug 2010 - May 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- MD
-
Total Assets Under Management194MILLIONS
-
Total Number of Accounts474ACCOUNTS
-
Average Account Value$408,938
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
DC, MD
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