Daniel Armas (CRD# 4572310) is an Investment Advisor Representative working at Cwm, LLC in Red Bank, NJ and has over 21 years of experience in the finance industry. Daniel Armas 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# 2130640
Ameriprise Financial Services, LLC
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1863193
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cwm, LLC | Omaha, NE | Mar 2021 - Current | 3 |
| Gold Family Wealth | Westport, CT | Mar 2021 - Current | 3 |
| Vanderbilt Securities, LLC | Woodbury, NY | Jun 2017 - Mar 2021 | 3 |
| Gitterman Wealth Management, LLC | Edison, NJ | Aug 2014 - Mar 2021 | 6 |
| Triad Advisors Inc. | Norcross, GA | May 2010 - Jun 2017 | 7 |
| Gitterman & Associates Wealth Management, LLC | Woodbridge, NJ | Apr 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2002 |
- CT
- NJ
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- A percentage of assets under your management
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