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DB

Daniel M. Buchanan

ABERDEEN FUND DISTRIBUTORS
Boston, MA 02109
CRD#: 2616151
Some features on this profile are disabled
DB
Daniel Michael BuchananABERDEEN FUND DISTRIBUTORS

Professional summary

Daniel Michael Buchanan, who also goes by Daniel M Buchanan, is a registered financial professional currently at ABERDEEN FUND DISTRIBUTORS, LLC located in Boston, Massachusetts.

Daniel is registered as a RR (Registered Representative) and started their career in finance in 1995. Daniel has worked at 11 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Daniel M Buchanan

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) - BD

Click below to view Daniel Michael Buchanan'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

June 12, 2026 - Present

ABERDEEN FUND DISTRIBUTORS, LLC

Office #1: 28 State Street 17th Floor, Boston, MA 02109
BD
CRD#: 146230
Boston, MA
Past

July 10, 2025 - March 3, 2026

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
PORTLAND, ME
Past

July 18, 2018 - May 25, 2023

ABERDEEN FUND DISTRIBUTORS, LLC

BD
CRD#: 146230
Boston, MA
Past

September 30, 2015 - July 18, 2018

ALPS DISTRIBUTORS, INC.

BD
CRD#: 16853
DENVER, CO
Past

November 19, 2014 - September 11, 2015

IPI WEALTH MANAGEMENT, INC.

RIA
CRD#: 111872
SCITUATE, MA
Past

October 20, 2014 - September 11, 2015

INVESTMENT PLANNERS, INC.

BD
CRD#: 18557
DECATUR, IL
Past

December 3, 2012 - May 1, 2013

ALLIED BEACON PARTNERS, INC.

BD
CRD#: 46227
RICHMOND, VA
Past

April 29, 2011 - December 3, 2012

CAPITOL SECURITIES MANAGEMENT, INC.

BD
CRD#: 14169
GLEN ALLEN, VA
Past

November 26, 2007 - July 20, 2010

GUGGENHEIM FUNDS DISTRIBUTORS, LLC

BD
CRD#: 39805
CHICAGO, IL
Past

January 9, 1998 - February 21, 2007

MFS FUND DISTRIBUTORS, INC.

BD
CRD#: 31052
BOSTON, MA
Past

October 24, 1997 - January 15, 1998

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

March 19, 1996 - May 28, 1997

NATIXIS DISTRIBUTION, LLC

BD
CRD#: 34754
BOSTON, MA
Past

September 25, 1995 - May 28, 1997

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(6/15/2026)
RR
Florida
(6/12/2026)
RR
Maine
(6/15/2026)
RR
Massachusetts
(6/15/2026)
RR
North Carolina
(6/15/2026)
RR
South Carolina
(6/12/2026)
RR
Tennessee
(6/15/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 8/2/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 10/25/2014
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/24/1997
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/22/1995
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AF
ABERDEEN FUND DISTRIBUTORS, LLC
ABERDEEN FUND DISTRIBUTORS, LLC

CRD#: 146230 / SEC#: , 8-67799

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
Loading...

Contact information

Main Address
1900 Market Street Suite 200, Philadelphia, PA 19103
Mailing Address
1900 Market Street Suite 200, Philadelphia, PA 19103
Phone number
(215) 405-5700
Established
Delaware since 10/31/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ABRDN, INC.SOLE MEMBER
DUNN, STEVEN BOYDCHIEF EXECUTIVE OFFICER2203356
HETTEL, KENDRA ANNACHIEF COMPLIANCE OFFICER6164999
KIRSCHENBLATT, CHAD ETHANCHIEF FINANCIAL OFFICER/FINOP2503352

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.

Company Information

ABERDEEN FUND DISTRIBUTORS, LLC

CRD#: 146230Boston, MA 02109

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