Daniel W. Dechant
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Daniel William Dechant, who also goes by Dan Dechant, Danny Dechant, was a registered financial professional .
Daniel is a previously registered financial professional and started their career in finance in 1993. Daniel had worked at 9 firms and has passed the Series 65, Series 63, Series 31, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 28, 2014 - October 17, 2014
ONE ADVISORY PARTNERS, LLC
September 5, 2013 - December 31, 2014
COMPASS WEALTH ADVISERS INC.
June 24, 2010 - January 25, 2013
FISHER INVESTMENTS
June 1, 2009 - July 13, 2010
MORGAN STANLEY
June 1, 2009 - July 13, 2010
MORGAN STANLEY
April 2, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
April 2, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
January 8, 2002 - April 2, 2007
MORGAN STANLEY DW INC.
November 5, 2001 - April 2, 2007
MORGAN STANLEY DW INC.
February 6, 1995 - November 9, 2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 18, 1993 - December 14, 1994
IDS LIFE INSURANCE COMPANY
June 18, 1993 - December 14, 1994
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
ONE ADVISORY PARTNERS, LLC
CRD#: 161614 / SEC#: 801-74388
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
ONE ADVISORY PARTNERS, LLC
CRD#: 161614 / SEC#: 801-74388
Contact information
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 243 |
| AUM (Assets Under Management) | $ 243,321,693 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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