Daniel Kurylas, financial advisor West Palm Beach FL

Daniel Kurylas

CRD Number: 6786405
Current Firm: The Ayco Company,l.p.

Daniel Kurylas (CRD# 6786405) is an Investment Advisor Representative working at The Ayco Company,l.p. in West Palm Beach, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
The Ayco Company, L.p./mercer Allied West Palm Beach, FL May 2016 - Current 4
The Ayco Company, LP Latham, NY Jan 2015 - May 2016 1
Siena College Loudonville, NY Sep 2011 - May 2016 4
Leverpoint Management LLC Clifton Park, NY Sep 2014 - Dec 2014 < 1
Hudson Valley Home Podiatry Peekskill, NY Aug 2014 - Aug 2014 < 1
Siena College Loudonville, NY Oct 2011 - May 2014 2
Lakeland Central School District Shrub Oak, NY Jul 2013 - Aug 2013 < 1
John F. Kennedy High School Somers, NY Sep 2006 - Jun 2011 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2017
Contact Info for Daniel T. Kurylas
Phone Number: 518-886-4000
Firm Website: http://www.ayco.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    12,758
    MILLIONS
  • Total Number of Accounts
    18,755
    ACCOUNTS
  • Average Account Value
    $680,254
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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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