Daniel Weiss (CRD# 7280675) is an Investment Advisor Representative working at Avrio Wealth Pte Ltd in Singapore, and has over 3 years of experience in the finance industry. Daniel Weiss has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avrio Wealth Pte Ltd | Singapore, | Jul 2022 - Current | 1 |
| Prairieview Partners | St. Paul, MN | Sep 2019 - Jun 2022 | 2 |
| Golden Gate University | San Francisco, CA | Sep 2018 - Jan 2020 | 1 |
| Chen Planning | New York, NY | Nov 2018 - Apr 2019 | < 1 |
| Major Education | Ho Chi Minh, | Aug 2017 - Jul 2018 | < 1 |
| Minzhong | Zhangjiajie, | Aug 2016 - Aug 2017 | 1 |
| Telefund | Ann Arbor, MI | Oct 2015 - May 2016 | < 1 |
| University Of Michigan | Ann Arbor, MI | Sep 2015 - May 2016 | < 1 |
| Teqxac | Buenos Aires, | Mar 2015 - Jul 2015 | < 1 |
| University Of Michigan | Ann Arbor, MI | Sep 2014 - Jul 2015 | < 1 |
| Regent Wealth | Woodbridge, CT | May 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2020 |
- TX
-
Total Assets Under Management136MILLIONS
-
Total Number of Accounts207ACCOUNTS
-
Average Account Value$654,970
- 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
- Selection of other advisers (including private fund managers)
- Other
TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.