Daniel Benoit Leonard Hebert
Professional Summary
Daniel Benoit Leonard Hebert, who also goes by Daniel B Hebert, Daniel Benoit Hebert, Daniel Hebert, Dan Herbert, Daniel B Herbert, is a registered financial advisor currently at 777 SECURITIES located in New York, New York. Daniel is registered as a RR (Registered Representative) and started their career in finance in 1988. Daniel has worked at 10 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 14 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Daniel B Hebert, Daniel Benoit Hebert, Daniel Hebert, Dan Herbert, Daniel B Herbert
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
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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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Years of Experience
38 years in the financial services industry
Current & Past Employments
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Current Firm
777 SECURITIES | VISION ONE PARTNERS, LLC | BERNSTEIN HEBERT SECURITIES LLC
Contact Information
Main Address
1 Gracie Square, New York, NY 10028Mailing Address
1 Gracie Square, New York, NY 10028Phone Number
(347) 322-9322Established
New York since 03/22/2017Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (3 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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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State Registrations and Notice Filings
(10/26/2018)
(11/30/2018)
(10/9/2018)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Daniel Benoit Leonard Hebert's CRS (Customer Relationship Summary).
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