Daniel P. Reichart
Professional summary
Daniel Patrick Reichart, who also goes by Dan Reichart, is a registered financial advisor currently at EVIA INVESTMENT ADVISORS located in Carmel, Indiana.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Daniel has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 23 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Patrick Reichart's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 30, 2014 - Present
EVIA INVESTMENT ADVISORS
December 6, 2018 - June 21, 2019
FOREST SECURITIES,INC.
April 14, 2016 - December 9, 2016
FOREST SECURITIES,INC.
March 14, 2008 - March 12, 2014
ONEAMERICA SECURITIES, INC.
March 14, 2008 - March 12, 2014
ONEAMERICA SECURITIES, INC.
May 16, 2006 - March 17, 2008
TD AMERITRADE, INC.
May 10, 2006 - March 17, 2008
TD AMERITRADE, INC.
May 9, 2006 - March 17, 2008
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
June 1, 2004 - February 1, 2005
KEYBANC CAPITAL MARKETS INC.
June 1, 2004 - February 1, 2005
KEYBANC CAPITAL MARKETS INC.
March 17, 2003 - June 21, 2004
A. G. EDWARDS & SONS, INC.
February 18, 2003 - June 21, 2004
A. G. EDWARDS & SONS, INC.
May 9, 1990 - December 18, 2002
CHARLES SCHWAB & CO., INC.
May 8, 1990 - December 18, 2002
CHARLES SCHWAB & CO., INC.
May 16, 1989 - May 3, 1990
UNIFIED FINANCIAL SECURITIES, LLC
August 24, 1988 - August 3, 1989
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
August 24, 1988 - August 3, 1989
PRUCO SECURITIES, LLC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/30/2014)
(5/7/2015)
Exams
Series 8
Date: 3/24/1994
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
EVIA INVESTMENT ADVISORS
CRD#: 171453 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 139 |
| AUM (Assets Under Management) | $ 19,013,214 |
Red Flags
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