Daniel Rogowski, financial advisor Mckinney TX

Daniel Rogowski

CRD 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.

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Company Name Location Dates Years
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;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
Contact Info for Daniel D. Rogowski
Phone Number: (214) 556-3255
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


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