Daniel Joseph Hyland
Professional Summary
Daniel Joseph Hyland is a registered financial advisor currently at ANCORA ADVISORS LLC located in Mayfield Heights, Ohio and INVERNESS SECURITIES, LLC located in Cleveland, Ohio. Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Daniel has worked at 7 firms and has passed the Series 63, SIE, Series 7 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.
Similar Advisors
KEY INVESTMENT SERVICES LLC
CLEVELAND WEALTH, LLC
COMMONWEALTH FINANCIAL NETWORK
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
KEY INVESTMENT SERVICES LLC
CLEVELAND WEALTH, LLC
COMMONWEALTH FINANCIAL NETWORK
Contact Information
xxxxx@xxxx.xxx
Similar Advisors
KEY INVESTMENT SERVICES LLC
CLEVELAND WEALTH, LLC
COMMONWEALTH FINANCIAL NETWORK
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.
Similar Advisors
KEY INVESTMENT SERVICES LLC
CLEVELAND WEALTH, LLC
COMMONWEALTH FINANCIAL NETWORK
Years of Experience
34 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
KEY INVESTMENT SERVICES LLC
CLEVELAND WEALTH, LLC
COMMONWEALTH FINANCIAL NETWORK
Current Firm
ANCORA | NONE | ANCORA ADVISORS LLC
Contact Information
Main Address
6060 Parkland Boulevard Suite 200, Mayfield Heights, OH 44124Phone Number
(216) 825-4000# of Employees
46SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
307AUM (Assets Under Management)
$4,614,815,571Similar Advisors
KEY INVESTMENT SERVICES LLC
CLEVELAND WEALTH, LLC
COMMONWEALTH FINANCIAL NETWORK
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.
Similar Advisors
KEY INVESTMENT SERVICES LLC
CLEVELAND WEALTH, LLC
COMMONWEALTH FINANCIAL NETWORK
Primary Firm SEC Registration
ANCORA | NONE | ANCORA ADVISORS LLC
State Registrations and Notice Filings
(12/20/2012)
(11/3/2017)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
KEY INVESTMENT SERVICES LLC
CLEVELAND WEALTH, LLC
COMMONWEALTH FINANCIAL NETWORK
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Joseph Hyland's CRS (Customer Relationship Summary).
Similar Advisors
KEY INVESTMENT SERVICES LLC
CLEVELAND WEALTH, LLC
COMMONWEALTH FINANCIAL NETWORK