Daniel KangCRD Number: 5814153
Current Firm: Digit Advisors, LLC
Daniel Kang (CRD# 5814153) is an Investment Advisor Representative working at Digit Advisors, LLC in San Francisco, CA and has over 12 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Mercury Advisory, LLC||San Fancisco, CA||Jul 2022 - Current||< 1|
|Digit Advisors LLC||San Francisco, CA||Sep 2019 - Jul 2022||2|
|Hello Digit Inc.||San Francisco, CA||Mar 2018 - Jul 2022||4|
|Square Inc.||San Francisco, CA||Apr 2014 - Mar 2018||3|
|Vista Equity Partners||San Francisco, CA||Jul 2012 - Apr 2014||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2010|
|S65||NASAA Investment Advisors Law Examination||Dec 2019|
Total Assets Under Management27MILLIONS
Total Number of Accounts74,085ACCOUNTS
Average Account Value$369
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
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, VI, VT, WA, WI, WV, WY
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