Daniel Brian Seivert
Professional Summary
Daniel Brian Seivert is a registered financial advisor currently at ECHELON CAPITAL located in El Segundo, California. Daniel is registered as a RR (Registered Representative) and started their career in finance in 1997. Daniel has worked at 5 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 62, Series 6, Series 14 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
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Disclosures on record.
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Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
ECHELON CAPITAL | ECHELON CAPITAL PARTNERS, LLC
Contact Information
Main Address
2321 Rosecrans Avenue Suite 3285, El Segundo, CA 90245Mailing Address
2321 Rosecrans Avenue Suite 3285, El Segundo, CA 90245Phone Number
(888) 560-9027Established
Delaware since 07/28/2010Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (4 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(10/12/2011)
(10/15/2019)
(10/22/2019)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 62 — Corporate Securities Limited Representative Examination
Passed Jun 1999Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 1997About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Daniel Brian Seivert's CRS (Customer Relationship Summary).
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