Daniel Baruch Lidawer
Professional Summary
Daniel Baruch Lidawer was a registered financial advisor. Daniel was a previously registered financial professional and started their career in finance 1988 - 2018. Daniel had worked at 10 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 28, Series 9, Series 10 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
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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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
ALTON WEALTH ADVISERS LLC | TRUE CRESSET | SPORTS + ENTERTAINMENT | PAGNATOKARP | MERISTEM CRESSET | CRESSET WEALTH ADVISORS LLC | CRESSET WEALTH ADVISORS | CRESSET SPORTS + ENTERTAINMENT | CRESSET FAMILY OFFICE | CRESSET CYPRESS ADVISORS | CRESSET CAPITAL | CRESSET ASSET MANAGEMENT, LLC | CRESSET ASSET MANAGEMENT LLC | CRESSET | CH INVESTMENT PARTNERS | BERMAN CRESSET
Contact Information
Main Address
444 W. Lake Street Suite 4700, Chicago, IL 60606Phone Number
(312) 429-2400# of Employees
496SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
32,894AUM (Assets Under Management)
$78,936,263,960Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/10/2025 | Cover Page | Report |
| 10/09/2024 | Cover Page | Report |
| 11/20/2023 | Cover Page | Report |
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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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Primary Firm SEC Registration
ALTON WEALTH ADVISERS LLC | TRUE CRESSET | SPORTS + ENTERTAINMENT | PAGNATOKARP | MERISTEM CRESSET | CRESSET WEALTH ADVISORS LLC | CRESSET WEALTH ADVISORS | CRESSET SPORTS + ENTERTAINMENT | CRESSET FAMILY OFFICE | CRESSET CYPRESS ADVISORS | CRESSET CAPITAL | CRESSET ASSET MANAGEMENT, LLC | CRESSET ASSET MANAGEMENT LLC | CRESSET | CH INVESTMENT PARTNERS | BERMAN CRESSET
State Registrations and Notice Filings
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 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Jul 2003About the Series 28 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jul 2000About the Series 9 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed May 2000About the Series 10 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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