Phillip A. Daniels
Professional summary
Phillip Andrew Daniels, AIF®, CFP®, who also goes by Phil Daniels, is a registered financial advisor currently at BRAND ASSET MANAGEMENT GROUP, INC. located in Chesterfield, Missouri.
Phillip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Phillip has worked at 3 firms and has passed the Series 65, Series 63, Series 55 and Series 7 exams.
At a Glance
Services Offered
Specializations
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Phillip Andrew Daniels's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2007
Experience
May 10, 2004 - Present
BRAND ASSET MANAGEMENT GROUP, INC.
Office #1: 16090 Swingley Ridge Road Suite 610, Chesterfield, MO 63017February 14, 1994 - April 15, 2004
A. G. EDWARDS & SONS, INC.
January 1, 1993 - January 28, 1994
RAYMOND JAMES & ASSOCIATES, INC.
Primary Firm SEC Registration
BRAND ASSET MANAGEMENT GROUP, INC.
CRD#: 106162 / SEC#: 801-41031
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/2/2016)
(7/20/2004)
(5/10/2004)
Exams
Series 55
Date: 4/7/1999
Limited Representative-Equity Trader ExamCurrent Firm
BRAND ASSET MANAGEMENT GROUP, INC.
CRD#: 106162 / SEC#: 801-41031
Contact information
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,795 |
| AUM (Assets Under Management) | $ 1,174,395,273 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/02/2025 | ||
| 02/26/2025 | ||
| 08/22/2023 |
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.
