DB
Daniel R. Bailey
FAITHWARD ADVISORS
LANCASTER, PA 17601
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CRD#: 1819018
DB
Professional summary
Daniel Russell Bailey is a registered financial advisor currently at FAITHWARD ADVISORS, LLC located in Lancaster, Pennsylvania and OSAIC WEALTH, INC. located in Lancaster, Pennsylvania.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Daniel has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1.) FIXED INSURANCE AGENT. SALES, SERVICES. NOT SECURITIES RELATED. 1-5 HOURS DEVOTED PER MONTH, 1-5 HOURS DURING MARKET HOURS. 2.) Faithward Advisors LLC- RIA. MANAGE CLIENT ACCOUNTS, HOLD CLIENT REVIEW APPOINTMENTS. SECURITIES RELATED. START DATE 12/2023. 160 HOURS DEVOTED PER MONTH, 160 HOURS DURING MARKET HOURS. 3.) LANCASTER EVANGELICAL FREE CHURCH. POSITION: Elder NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2013 ADDRESS: 419 Pierson Rd, Lititz PA 17543 DESCRIPTION: Duties as assigned by the Board. This can include meeting with individuals for church membership and discussing church issues and plans. 4) DANIEL R. BAILEY - NOTARY PUBLIC - NOTARIZE DOCUMENTS FOR CLIENTS - SINCE 8/2005 - 1 HR/MTH. 9/19/13 5) NATIONAL ASSOCIATION OF CHRISTIAN FINANCIAL CONSULTANTS POSITION: President NATURE: This is an association for Christian Financial Advisors to help them grow their business. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2023 ADDRESS: 1055 Maitland Center Commons, Maitland FL 32751 DESCRIPTION: Oversee the operations of the association. 6) LITITZ SPRINGS PARK POSITION: Board member NATURE: This is a local park that is managed by the churches of Lititz. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2023 ADDRESS: 24 N Broad St, Lititz PA 17543 DESCRIPTION: Attend monthly board meeting. Carry out duties assigned by the Board.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Russell Bailey's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 4, 2007 - Present
FAITHWARD ADVISORS, LLC
Office #1: 1755 Oregon Pike, Lancaster, PA 17601RIA
CRD#: 116978
LANCASTER, PA
Current
October 11, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 275 Hess Blvd, Lancaster, PA 17543RIA
BD
CRD#: 23131
LANCASTER, PA
Past
October 4, 2011 - October 11, 2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
LANCASTER, PA
Past
June 17, 2004 - September 20, 2011
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
LANCASTER, PA
Past
July 31, 2002 - December 31, 2003
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
LANCASTER, PA
Past
September 23, 1992 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
Past
September 23, 1992 - September 20, 2011
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
LANCASTER, PA
Past
June 3, 1988 - September 23, 1992
GUARDIAN INVESTOR SERVICES LLC
BD
CRD#: 6635
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FA
FAITHWARD ADVISORS, LLC
AMBASSADOR ADVISORS | STEPP FINANCIAL SERVICES | SEVEN ONE SEVEN CAPITAL MANAGEMENT | PREMIER INVESTMENT ADVICE, LLC | MONGER FINANCIAL GROUP | GRACE WEALTH PARTNERS, LLC | GRACE WEALTH PARTNERS | FAITHWARD ADVISORS, LLC | BETTER RETIREMENT ADVISORS | AMBASSADOR ADVISORS, LLC
CRD#: 116978 / SEC#: 801-61471
RIA
Registered Investment Advisory firm - (9/19/2002 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(10/11/2024)
RR
California(5/29/2025)
RR
Delaware(10/11/2024)
RR
Florida(10/11/2024)
RR
Iowa(10/11/2024)
RR
Maryland(5/29/2025)
RR
Massachusetts(10/11/2024)
RR
Michigan(10/11/2024)
RR
Missouri(10/11/2024)
RR
New Jersey(10/11/2024)
RR
New York(10/11/2024)
IAR
Pennsylvania(1/4/2007)
RR
Pennsylvania(10/11/2024)
IAR
Texas(1/21/2020)
RR
Texas(10/11/2024)
RR
Virginia(10/11/2024)
RR
Washington(10/11/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FA
FAITHWARD ADVISORS, LLC
AMBASSADOR ADVISORS | STEPP FINANCIAL SERVICES | SEVEN ONE SEVEN CAPITAL MANAGEMENT | PREMIER INVESTMENT ADVICE, LLC | MONGER FINANCIAL GROUP | GRACE WEALTH PARTNERS, LLC | GRACE WEALTH PARTNERS | FAITHWARD ADVISORS, LLC | BETTER RETIREMENT ADVISORS | AMBASSADOR ADVISORS, LLC
CRD#: 116978 / SEC#: 801-61471
RIA
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Contact information
Main Address
275 Hess Boulevard Suite 100, Lancaster, PA 17601
Mailing Address
Phone number
(717) 560-8300
Established
Firm type
Fiscal year end
# of Employees
57
SEC notice filing (26 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 6,052 |
| AUM (Assets Under Management) | $ 906,004,988 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 12/26/2024 | ||
| 09/28/2023 | ||
| 01/26/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FAITHWARD ADVISORS, LLC
CRD#: 116978Lancaster, PA 17601TRUST BUT VERIFY
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Contact information
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