AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
DR

Daniel J. Rossi

Some features on this profile are disabled
CRD#: 1190774
DR

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Daniel Joseph Rossi was a registered financial professional .

Daniel is a previously registered financial professional and started their career in finance in 1983. Daniel had worked at 13 firms and has passed the Series 63, Series 65, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 26, 2007 - December 7, 2021

FEIC CAPITAL CORPORATION

RIA
CRD#: 25545
YOUNGSTOWN, OH
Past

September 25, 2006 - December 31, 2006

FEIC CAPITAL CORPORATION

RIA
CRD#: 25545
WEST YOUNGSTOWN, OH
Past

October 24, 2005 - December 31, 2006

CREATIVE FINANCIAL DESIGNS, INC.

RIA
CRD#: 109032
YOUNGSTOWN, OH
Past

October 24, 2005 - April 2, 2007

CFD INVESTMENTS, INC.

BD
CRD#: 25427
YOUNGSTOWN, OH
Past

July 26, 2002 - November 18, 2005

BLUE VASE SECURITIES, LLC

RIA
CRD#: 46765
YOUNGSTOWN, OH
Past

June 19, 2001 - November 18, 2005

BLUE VASE SECURITIES, LLC

BD
CRD#: 46765
YOUNGSTOWN, OH
Past

November 2, 2000 - June 21, 2001

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
KNOXVILLE, TN
Past

July 1, 1996 - November 28, 2000

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE
Past

September 8, 1992 - July 26, 1995

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE
Past

January 22, 1992 - July 3, 1996

FEIC CAPITAL CORPORATION

BD
CRD#: 25545
YOUNGSTOWN, OH
Past

January 3, 1989 - February 20, 1992

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

October 20, 1988 - June 21, 1989

SOUTHMARK FINANCIAL SERVICES, INC.

BD
CRD#: 6518
Past

May 6, 1988 - October 17, 1988

CORNWALL SECURITIES, INC.

BD
CRD#: 8334
Past

May 29, 1987 - January 1, 1988

FSC SECURITIES CORPORATION

BD
CRD#: 7461
Past

September 17, 1985 - June 5, 1987

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

BD
CRD#: 5774
Past

February 12, 1985 - January 3, 1989

LINCOLN NATIONAL PENSION INSURANCE COMPANY

BD
CRD#: 10293
Past

October 19, 1983 - August 30, 1985

INVESTORS BROKERAGE SERVICES, INC.

BD
CRD#: 4257

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/29/1998
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FC
FEIC CAPITAL CORPORATION
FEIC CAPITAL COMPANY | FIRST EDUCATORS INVESTMENT CORPORATION | FIRST EDUCATIONS INVESTMENT CORP | FEIC FINANCIAL, LLC | FEIC FINANCIAL INC. | FEIC CAPITAL CORPORATION

CRD#: 25545 / SEC#: 801-67034, 8-42767

BD
Terminated by SEC on 09/09/1996
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 04/15/1994
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FEIC CAPITAL CORPORATION

CRD#: 25545

TRUST BUT VERIFY

Monitor Daniel Rossi

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics