Daniel Kang, financial advisor San Francisco CA

Daniel Kang

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Daniel M. Kang
Phone Number: 888-322-3103
Firm Website: https://digit.co
Registered State(s):
  • AL
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • HI
  • ID
  • IL
  • IN
  • IA
  • KS
  • LA
  • ME
  • MA
  • MN
  • MO
  • MT
  • NE
  • NV
  • NH
  • NJ
  • NM
  • NC
  • ND
  • OH
  • OR
  • PA
  • PR
  • RI
  • SD
  • TX
  • UT
  • VA
  • WA
  • WV
  • WY
  • VI
By the Numbers
  • Total Assets Under Management
    27
    MILLIONS
  • Total Number of Accounts
    74,085
    ACCOUNTS
  • Average Account Value
    $369
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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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