Daniel Claffey, financial advisor San Ramon CA

Daniel Claffey

CRD Number: 2646620
Current Firm: Edmd Financial Strategies, LLC

Daniel Claffey (CRD# 2646620) is an Investment Advisor Representative working at Edmd Financial Strategies, LLC in San Ramon, CA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Edmd Financial Strategies, LLC San Ramon, CA Mar 2010 - Current 14
American Investors Company San Ramon, CA Feb 2005 - Current 19
Edmd San Ramon, CA Dec 2004 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2010
S65 NASAA Investment Advisors Law Examination May 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Daniel D. Claffey
Phone Number: 925-804-6820
Firm Website: http://www.edmd.org
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $33,333
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA

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