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DO

Daniel A. Obyrne

ROYCE FUND SERVICES
NEW YORK, NY 10010
Some features on this profile are disabled
CRD#: 1933066
DO

Professional summary


Daniel Adrian Obyrne, who also goes by Dan Adrian Obyrne, Daniel A Obyrne, is a registered financial professional currently at ROYCE FUND SERVICES, LLC located in New York, New York.

Daniel is registered as a RR (Registered Representative) and started their career in finance in 1989. Daniel has worked at 1 firm and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dan Adrian Obyrne | Daniel A Obyrne

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.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Daniel Adrian Obyrne'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®
None

Experience


Current

March 27, 1992 - Present

ROYCE FUND SERVICES, LLC

Office #1: One Madison Avenue 17th Floor, New York, NY 10010Office #2: One Madison Avenue 17th Floor, New York, NY 10010
BD
CRD#: 14470
NEW YORK, NY
Past

March 21, 1989 - November 29, 1990

ROYCE FUND SERVICES, LLC

BD
CRD#: 14470

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/26/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


RF
ROYCE FUND SERVICES, LLC
QUEST DISTRIBUTORS, INC. | ROYCE FUND SERVICES, LLC | ROYCE FUND SERVICES, INC. | QUEST SECURITIES,INC.

CRD#: 14470 / SEC#: , 8-28663

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
One Madison Avenue 17th Floor, New York, NY 10010
Mailing Address
One Madison Avenue 17th Floor, New York, NY 10010
Phone number
(212) 508-4500
Established
Delaware since 02/24/2017
Firm type
Limited Liability Company
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
ROYCE & ASSOCIATES, LPMEMBER
CLARK, CHRISTOPHER DEWITTPRESIDENT, SUPERVISORY PRINCIPAL1735713
DENNEEN, JOHN EDWARDSECRETARY, GENERAL COUNSEL4324430
GANNON, FRANCIS DOYLEVICE PRESIDENT2420802
PALASITS, THOMAS RTREASURER, FINANCIAL & OPERATIONS PRINCIPAL1675575
WILSON, DAVID BERTRANDCHIEF COMPLIANCE OFFICER5780721

Red Flags


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.

Company Information


ROYCE FUND SERVICES, LLC

CRD#: 14470New York, NY 10010

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