Daniel H. Reich

BANYAN GLOBAL INVESTMENT ADVISORS

BOCA RATON, FL 33487

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CRD#: 2360208

Professional summary

Daniel Harry Reich is a registered financial advisor currently at BANYAN GLOBAL INVESTMENT ADVISORS, LLC located in Boca Raton, Florida.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Daniel has worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 4 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 Harry Reich'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®

None

Experience

Current

April 1, 2016 - Present

BANYAN GLOBAL INVESTMENT ADVISORS, LLC

Office #1: 6001 Broken Sound Parkway Nw Suite 426, Boca Raton, FL 33487

RIA

CRD#: 283264

BOCA RATON, FL

Past

April 6, 2015 - April 28, 2016

BANYAN GLOBAL INVESTMENT ADVISORS, LLC

RIA

CRD#: 164526

BOCA RATON, FL

Past

July 28, 2008 - April 1, 2013

REICH INVESTMENT ADVISORS LLC

RIA

CRD#: 146302

BOCA RATON, FL

Past

July 21, 2008 - May 20, 2010

GEOFFREY RICHARDS SECURITIES CORP.

CRD#: 120007

HYPOLUXO, FL

Past

December 10, 2001 - June 26, 2008

J.P. MORGAN SECURITIES LLC

CRD#: 79

BOCA RATON, FL

Past

May 24, 2001 - December 6, 2001

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

NEW YORK, NY

Past

June 18, 1997 - April 27, 2001

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

January 3, 1995 - May 8, 1997

PERSHING ADVISOR SOLUTIONS LLC

CRD#: 36671

JERSEY CITY, NJ

Past

November 29, 1993 - January 3, 1995

PERSHING LLC

CRD#: 7560

JERSEY CITY, NJ

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".

BANYAN GLOBAL INVESTMENT ADVISORS, LLC

BANYAN GLOBAL INVESTMENT ADVISORS, LLC | LIGHTMAN CAPITAL

CRD#: 283264 / SEC#: 801-107482

RIA

Registered Investment Advisory firm - (3/23/2016 Approved)

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

Florida
(4/1/2016)

IAR

Texas
(4/25/2023)

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: 6/17/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/3/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/27/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 6/18/1994

Registered Options Principal Examination

Current Firm

BANYAN GLOBAL INVESTMENT ADVISORS, LLC

BANYAN GLOBAL INVESTMENT ADVISORS, LLC | LIGHTMAN CAPITAL

CRD#: 283264 / SEC#: 801-107482

RIA

Registered Investment Advisory firm - (3/23/2016 Approved)

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Contact information

Main Address

6001 Broken Sound Parkway Nw Suite 426, Boca Raton, FL 33487

Mailing Address

Phone number

(561) 847-3596

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A 2025 ANNUAL - BANYAN GLOBAL INVESTMENT ADVISORS, LLC (3/31/2025)

Regulatory assets under management

Total Number of Accounts	240
AUM (Assets Under Management)	$ 151,204,279

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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Firm Stability Insights

Daniel H. Reich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Harry Reich's CRS (Customer Relationship Summary).

Certified licenses

Experience

BANYAN GLOBAL INVESTMENT ADVISORS, LLC

REICH INVESTMENT ADVISORS LLC

GEOFFREY RICHARDS SECURITIES CORP.

J.P. MORGAN SECURITIES LLC

DEUTSCHE BANK SECURITIES INC.

LEHMAN BROTHERS INC.

PERSHING ADVISOR SOLUTIONS LLC

PERSHING LLC

Primary Firm SEC Registration

BANYAN GLOBAL INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/17/2008

Series 63

Date: 12/3/1993

Series 7

Date: 11/27/1993

Series 4

Date: 6/18/1994

Current Firm

BANYAN GLOBAL INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BANYAN GLOBAL INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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