Daniel Vieland, financial advisor Avon OH
86 score

Daniel Vieland

CRD Number: 4457307
Current Firm: Stratos Wealth Partners, Ltd

Daniel Vieland (CRD# 4457307) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Avon, OH and has over 11 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Stratos Wealth Partners, Ltd Avon, OH Nov 2017 - Current < 1
Lpl Financial LLC Avon, OH Nov 2017 - Current < 1
Jpmorgan Securities LLC Ravenna, OH Jan 2015 - Nov 2017 2
Charles Schwab & Company, Inc. Westlake, OH Oct 2012 - Jan 2015 2
Charles Schwab Bank Westlake, OH Oct 2012 - Jan 2015 2
Edward Jones Grafton, OH Apr 2010 - Oct 2012 2
Td Ameritrade Woodmere, OH Apr 2008 - Apr 2010 2
Amerivest Investment Management LLC Beachwood, OH Apr 2008 - Apr 2010 2
Chase Investment Services Corp Lorain, OH Oct 2006 - Apr 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Daniel A. Vieland
Phone Number: 440-519-2500
Registered State(s):
  • LA
  • TX
  • OH
By the Numbers
  • Total Assets Under Management
    4,262
    MILLIONS
  • Total Number of Accounts
    16,432
    ACCOUNTS
  • Average Account Value
    $259,376
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
86

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