Daniel Enos (CRD# 6669387) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sudbury, MA and has over 7 years of experience in the finance industry. Daniel Enos 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.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance Associates, Inc. | Sudbury, MA | Nov 2018 - Current | 5 |
| Signator Investors Inc. | Sudbury, MA | Apr 2017 - Nov 2018 | 1 |
| Fidelity Brokerage Services LLC | Merrimack, NH | Jun 2016 - Apr 2017 | < 1 |
| Massachusetts Baseball Umpire's Association | Dracut, MA | May 2008 - Jun 2016 | 8 |
| Rivier University | Nashua, NH | Sep 2012 - May 2016 | 3 |
| Putnam Investments | Andover, MA | Dec 2015 - Apr 2016 | < 1 |
| Jeanne D'arc Credit Union | Dracut, MA | Apr 2010 - Dec 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2017 |
| S63 | Uniform Securities State Law Examination | Jul 2016 |
- CO
- MA
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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