Daniel RogowskiCRD Number: 5992688
Current Firm: Harman Rogowski & Associates
Compensation Model: Fee Only
Daniel Rogowski (CRD# 5992688) is an Investment Advisor Representative working at Harman, Rogowski, & Associates in Mckinney, TX and has over 12 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Financial & Management Consultants Of Texas||Frisco, TX||Jan 2021 - Current||< 1|
|Harman, Rogowski, & Associates||Mckinney, TX||Aug 2013 - Current||8|
|Harvard University||Cambridge, MA||Feb 2012 - Current||9|
|Bank Of America N.a||Mckinney, TX||Aug 2012 - Aug 2013||1|
|Merrill Lynch, Pierce, Fenner And Smith Incorporated||Mckinney, TX||May 2012 - Aug 2013||1|
|Merrill Lynch, Pierce, Fenner &amp; Smith Incorporated||Mckinney, TX||Sep 2011 - Apr 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2012|
|S65||NASAA Investment Advisors Law Examination||May 2012|
Total Assets Under Management72MILLIONS
Total Number of Accounts356ACCOUNTS
Average Account Value$202,574
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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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