Daniel Wolff, financial advisor Sarasota FL

Daniel Wolff

CRD Number: 2149200
Current Firm: Ifs Advisors, Inc.

Daniel Wolff (CRD# 2149200) is an Investment Advisor Representative working at Ifs Advisors, Inc. in Sarasota, FL and has over 28 years of experience in the finance industry.

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Advice And Planning Services
Professional Designations
Company Name Location Dates Years
Ifs Advisors, Inc. Sarasota, FL Sep 2010 - Current 13
Securities America Inc. Lavista, NE Apr 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1995
Contact Info for Daniel J. Wolff
Phone Number: 941-907-8888
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    214
    MILLIONS
  • Total Number of Accounts
    863
    ACCOUNTS
  • Average Account Value
    $248,496
Compensation Options
  • A percentage of assets under your management
  • 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
Types of Clients
Registered States

AZ, CO, FL, IN, MA, NY, OH, TX

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