Danny Nmn Darchuck Jr
CFP®, CPWA®Professional Summary
Danny Nmn Darchuck JR, CFP®, CPWA®, who also goes by Dan Darchuck Jr, Danny Jr Darchuck, is a registered financial advisor currently at TOPTURN CAPITAL, LLC located in Carmel, California. Danny is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Danny has worked at 8 firms and has passed the Series 65, Series 66, Series 31, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Investment Planning
- Estate Planning
- Retirement Planning
- Tax Planning
Other Aliases
Dan Darchuck Jr, Danny Jr Darchuck
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
42 years in the financial services industry
Current & Past Employments
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Current Firm
DARCHUCK STEWART CAPITAL ADVISORS, LLC | TOPTURN CAPITAL, LLC | DP WEALTH ADVISORS, LLC
Contact Information
Main Address
200 Clock Tower Place Suite B208, Carmel, CA 93923Phone Number
(831) 324-0481# of Employees
5SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
318AUM (Assets Under Management)
$187,362,358Similar Advisors
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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.
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Primary Firm SEC Registration
DARCHUCK STEWART CAPITAL ADVISORS, LLC | TOPTURN CAPITAL, LLC | DP WEALTH ADVISORS, LLC
State Registrations and Notice Filings
(11/10/2009)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 1984About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Danny Nmn Darchuck JR's CRS (Customer Relationship Summary).
Services Offered by Danny
- Investment Planning
- Estate Planning
- Retirement Planning
- Tax Planning
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