Daniel J. Weiler

RIVERPATH INVESTMENTS LLC

Folsom, CA 95630-8013

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CRD#: 2315966

Professional summary

Daniel Jay Weiler, CFP® is a registered financial advisor currently at RIVERPATH INVESTMENTS LLC located in Folsom, California.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Daniel has worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Daniel Jay Weiler's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

September 3, 2015 - Present

RIVERPATH INVESTMENTS LLC

Office #1: 1024 Iron Point Road, Folsom, CA 95630-8013

RIA

CRD#: 226671

Folsom, CA

Past

March 23, 2009 - December 10, 2020

STOREHOUSE FINANCIAL

RIA

CRD#: 148683

FOLSOM, CA

Past

November 9, 1999 - December 17, 2008

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

SACRAMENTO, CA

Past

February 28, 1996 - December 17, 2008

MML INVESTORS SERVICES, LLC

CRD#: 10409

SACRAMENTO, CA

Past

September 22, 1993 - February 27, 1996

THE ADVISORS GROUP, INC.

CRD#: 14035

BETHESDA, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RIVERPATH INVESTMENTS LLC

CRD#: 226671 / SEC#: 801-117564

RIA

Registered Investment Advisory firm - (10/31/2019 Approved)

California

Registered Investment Advisory firm - (12/5/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(9/3/2015)

IAR

Texas
(1/8/2021)

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

State Security Law Exam

IAR

Series 65

Date: 10/29/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/5/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/24/1998

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 3/24/1994

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 9/21/1993

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/17/1998

General Securities Principal Examination

Current Firm

RIVERPATH INVESTMENTS LLC

CRD#: 226671 / SEC#: 801-117564

RIA

Registered Investment Advisory firm - (10/31/2019 Approved)

California

Registered Investment Advisory firm - (12/5/2019 Terminated)

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Contact information

Main Address

El Dorado Hills, CA

Mailing Address

1024 Iron Point Road Suite 100-1490, Folsom, CA 95630

Phone number

(916) 467-9290

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RIVERPATH INVESTMENTS FORM ADV PART 2A (1/21/2026)

Regulatory assets under management

Total Number of Accounts	493
AUM (Assets Under Management)	$ 362,919,669

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.

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Advisor Monitoring

Firm Stability Insights

Daniel J. Weiler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Jay Weiler's CRS (Customer Relationship Summary).

Certified licenses

Experience

STOREHOUSE FINANCIAL

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

THE ADVISORS GROUP, INC.

Primary Firm SEC Registration

RIVERPATH INVESTMENTS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/29/1999

Series 63

Date: 2/5/1993

Series 7

Date: 11/24/1998

Series 22

Date: 3/24/1994

Series 6

Date: 9/21/1993

Series 24

Date: 12/17/1998

Current Firm

RIVERPATH INVESTMENTS LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RIVERPATH INVESTMENTS LLC

TRUST BUT VERIFY

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